SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Clarksterh who wrote (15101)1/27/1998 7:25:00 PM
From: Teri Skogerboe  Respond to of 70976
 
Clark,

Re: "As for your two examples - everything I have seen indicates that LSI does indeed have excess capacity, but I disagree about Intel."

I wasn't saying that Intel said they would cut their capital spending budget. They did not say this. They said they were not in need of new capacity. Big Bucks and Dave Dillon remember this as well, I'm sure.

Regards,
Teri

PS. We've been over INTC's Cap Spending plan many times already both here and the Blood thread, oui?