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Politics : Formerly About Applied Materials
AMAT 301.11+6.9%Jan 9 9:30 AM EST
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To: Katherine Derbyshire who wrote (59042)1/18/2002 12:06:04 AM
From: Sam Citron  Read Replies (2) of 70976
 
Katherine,

Wow! I had no idea that building and land costs could account for an even greater share of reported capex budget than semi equipment sales. But if we are to adequately explain the difference between Joe Osha's average 24% capex/sales and your 11% equip sales/semi sales, this seems to be the most plausible explanation. If so, China, with cheap land and construction labor, has an even bigger foundry advantage than I had previously imagined.

Thanks for educating me.

Sam
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