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

To: FJB who wrote (27668)1/12/1999 5:29:00 PM
From: Ian@SI  Read Replies (2) | Respond to of 70976
 
Bob,

Are you suggesting that INTC reducing CAPEX by 14% rather than 40% is good? ;-)

i.e. $4B less "included DEC CAPITAL" less 14% = $3B.

I wonder how long it will take the street to recognize that this reduction is actually an increase from the current view.

Ian.



To: FJB who wrote (27668)1/12/1999 5:35:00 PM
From: J Bertrand  Read Replies (1) | Respond to of 70976
 
Applied closed on instanet at $53 7/16 up from $52.25.



To: FJB who wrote (27668)1/12/1999 6:33:00 PM
From: Duker  Read Replies (1) | Respond to of 70976
 
I also think ML thought that INTC was going to earn $2.65 in FY1999 ... maybe, after the split <g>.

--Duker


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