Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 154.78

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3:59 PM EST

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To: Douglas V. Fant who wrote (2275)	6/20/1997 9:31:00 AM
From: Ian@SI	of 10921

Doug, It's 6 fabs not 1. i.e. 1 200mm Fab and 5 * 300mm over the next decade. On average that's $1.85B annually. From the wording, it appears that the 18.5B may include more than just the CapEx to build and equip the fabs. In any case, a state of the art Fab is now close to $2B. It's conceivable that 10 years out, leading edge Fabs could cost more than $4B to complete. An average of $3B is not out of line, IMO. Ian.

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