Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: miklosh who wrote (28228)	2/16/1999 4:31:00 PM
From: Terry D	Read Replies (1) \| Respond to of 70976

dell - 80 going down fast amat - 67 1/2 - 68 light vol

To: miklosh who wrote (28228)	2/16/1999 4:34:00 PM
From: Stefan	Read Replies (1) \| Respond to of 70976

miklosh on DELL the problem is not the earnings but revenue which came in short at less than $5.2 bilion the expectation was around $5.5 bil. DELL is at the top of the semi. food chain so you may expect a negative reaction in all semiconductor co. Here is some extra news relating to AMAT: Big Chipmakers Plan Flat Capital Investment In FY99 Wednesday, February 17, 1999 TOKYO (Nikkei)--Five leading semiconductor makers will likely spend a combined 430-460 billion yen on plant and equipment in fiscal 1999, roughly flat from planned capital spending for the current year, companies officials said Tuesday. Industry leader NEC Corp. (6701) will likely invest 130-150 billion yen on a group basis, compared with 150 billion yen this term. Consolidated spending by Toshiba Corp. (6502) will total about 120 billion yen, Hitachi Ltd. (6501) 50 billion yen and Fujitsu Ltd. (6702) 80 billion yen -- all unchanged from fiscal 1998. Mitsubishi Electric Corp. (6503) is forecast to spend 50-60 billion yen, up from 45 billion yen a year earlier. The five chipmakers are finalizing investment plans and will probably lock in figures for the next term by mid-March. Their combined capital investment peaked at 890 billion yen in fiscal 1995, but declined in each of the following three years. All five are expected to post group operating losses in fiscal 1998, hit by the sluggish market for memory chips. The semiconductor makers' capital investment won't recover until after 2000, industry observers predict.