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

To: Justa Werkenstiff who wrote (25262)	10/13/1998 6:16:00 PM
From: Ian@SI	Read Replies (3) \| Respond to of 70976

Tony, Yes, the 300K vs 300M was a typo; with the spellchecker on SI, I seldom proofread my posts anymore. Or it cold just be the difference between the size of INTC's bank account (almost $9B) and mine (almost $9). Justa, Re 1999 Capex: Given that INTC modified its 1998 Capex after 9 months of the year had passed, I wouldn't really expect them to be comfortable with giving a public estimate of 99 Capex today. Fortinwit, Why would you expect NVLS or any other Equipment company to give the Name of the prospect as well as the likely date and amount of the sale to all its competitors prior to having any binding contracts. The chipmakers now have more bargaining power than they've had in years. To me, it makes no sense to willingly give some fierce competitors free intelligence in a public conference call. By the same token, if any individual investor feels so strongly about needing that level of detail prior to making an investment in NVLS, then the option to place money elsewhere always exists. FWIW. Ian.

To: Justa Werkenstiff who wrote (25262)	10/13/1998 6:17:00 PM
From: David Rosenthal	Read Replies (1) \| Respond to of 70976

To all, Despite Intel's announcement a walk around the earnings announcement block today was pretty negative: Chips: MCHP - Good earnings but no order visibility. Generally a positive report. LLTC - Seeing sequentially decreasing orders. IDTI - Seeing sequentially decreasing orders. Contract Manufacturers and Suppliers: KNT - Losses and dismal margins. They are in transition so some of this is company specific. Equips TER - .20 vs .45 last year. Orders look like they may be flattening though. FSII - Big Loss. They just finished one fiscal year and they expect to lose money next year also. Dave