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To: JOE E. MILLER who wrote (1859)3/5/1998 12:35:00 AM
From: Mort  Read Replies (1) | Respond to of 5867
 
In order to remain competitive in the face of declining margins capital expenditures will have to increase.
Note the following:"Capital spending for 98', Intel said, should rise to $5.3 billion from $4.5 billion in 97", from the Intel thread.
This could bode well for the semi equips.