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 149.11

+4.1%

3:55 PM EST

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To: Jerome who wrote (8136)	10/19/1999 11:26:00 PM
From: Ian@SI	Read Replies (1) of 10921

J, Total Global Capital expenditures including building the fabs, clean rooms and equipping them are in the order of $30B annually. I believe that Semi reports at most 40% of that total. It's tough to say what % is equipment and what % is infrastructure. It tends to depend upon how many shells get mothballed and how many of those shells get filled or how many fabs get a new line installed. As a ballpark, it's probably in the 70-80% range while we're filling shells. So getting more than $2B a month, especially when Capital managers are under a "spend it or lose it" calendar year end policy, seems doable. Especially with the strength of the upturn. As Schumann sounds like an expert, it's probable she would know what she's talking about. i.e. - global sales rather than US only. FWIW, Ian.

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