Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 324.89

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4:00 PM EST

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To: The Ox who wrote (8752)	2/24/2003 7:03:23 PM
From: Alastair McIntosh	of 95689

The article confuses total semiconductor capex with wafer fab equipment spending. The worldwide semiconductor market is supported by a capital equipment market that saw total 2001 revenues of $37.9 billion dollars, down from $60.7 billion dollars the year before. The capital equipment market runs around 55% of the capex spending listed above. As for the statement: One important trend evident in figure 8 is that the capital equipment market is growing faster than the semiconductor market. Not any more. Wafer fab equipment declined to 20.5% of revenue in 2002 from 27.7% of revenue in 2001 and will probably decline again this year as a percent of revenue.

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