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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (17582)	3/12/1998 9:37:00 AM
From: akidron	Read Replies (1) \| Respond to of 70976

brian... yes i do follow techs and I have owned intc before... so what is your question... or are u just trying to tell me that u disagree... which is cool... and we shall see... intc by the way did not say that they were looking to increase capex....

To: Proud_Infidel who wrote (17582)	3/12/1998 10:48:00 AM
From: David Rosenthal	Respond to of 70976

Brian, >>>>> INTC does not have a history of taking the foot off of the pedal to temporarily improve margins. They don't play the qtr. to qtr. game WS plays. They are like sharks; when they smell blood in the water they will attack. >>>>> I think INTC will be aggressive also. However, to be aggressive in the current environment they need to keep pricing pressure on current offerings, bring their second generation cheap PII to market and develop a low-end computer on a chip. I don't think any of these call for significant semi-equipment outlay. Dave