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To: Mason Barge who wrote (4529)1/21/1998 9:56:00 AM
From: Teri Skogerboe  Respond to of 10921
 
<<that you use Intel's recently announced figure of $5.4 billion in 1998 semi equipment spending, up from $4.5 billion in 1997.>>

We were discussing Intel's CapEx on the AMAT thread and this was confirmed by other members of the thread as being "what they said", fwiw.

Message 3179421