SI
SI
discoversearch

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: Gottfried who wrote (29697)4/24/1999 8:09:00 PM
From: Ian@SI  Read Replies (2) | Respond to of 70976
 
G.,

I have to wonder if INTC drafted that part of their annual report before or after they issued the orders to upgrade their fabs to 0.18µ capability.

I didn't listen to their recent earnings conference call to see what their current view of Capex is. Might be interesting to check.

Ian



To: Gottfried who wrote (29697)4/25/1999 7:16:00 AM
From: Duker  Respond to of 70976
 
I would add the many hundred million dollars that they have throw into the various DRAM manufacturers as part of their capital budget.

We do not necessarily care whether INTC spends it or MU, ...
--Duker



To: Gottfried who wrote (29697)4/25/1999 5:39:00 PM
From: Logain Ablar  Respond to of 70976
 
Gottfried:

Part of the decrease was the high amount last year in the DEC acquisition. Knock out that $500 million and its only $3.5 to $3. I believe this was mentioned in the january conference call.

Tim


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News