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

To: Justa Werkenstiff who wrote (27665)1/12/1999 4:37:00 PM
From: Justa Werkenstiff  Respond to of 70976
 
AMAT quoted at $52 on instinet currently (eom).



To: Justa Werkenstiff who wrote (27665)1/12/1999 4:54:00 PM
From: Henry D  Read Replies (2) | Respond to of 70976
 
Justa,

is this already factored in...i thought i heard a few months back that 1999 capex will be down???



To: Justa Werkenstiff who wrote (27665)1/13/1999 3:42:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 70976
 
>>Intel says 1999 Capex to be down from 1998:<<

amat and nvls should sore to $100+ on this great news! i knew the market never lied... ;-)

seriously, it looks like intel decided to spend the $1 billion and invest in rdram through mu ($500 mil) and hyundai $500 mil) rather than invest in processor capacity.


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