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.
Technology Stocks : Semi Equipment-Sell when they're singing in the streets
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Gottfried who wrote (39)3/29/2000 11:54:00 AM
From: FLSTF97  Read Replies (1) of 276
 
Gottfried,

I'm not aware of any such public compilation but these are historic annual figures FWIW:

                   Capex              Fab Eqt. Epend

1995                    $38.7 bil            $19 bil

1996                    $44.9 bil            $22 bil

1997                    $40.5 bil            $20 bil

1998                    $30.3 bil            $15 bil

1999                    $33 bil              $17 bil


It would seem that if we mapped the assets of the top 10 US players each quarter that should be enough. Its probably futile to get reliable data on Asian or European firms unless they have ADR's. Might need to exclude some major players (IBM) that spend a lot of capital outside of the pure semiconductors.

Still at best we'd be looking 4 months or so in the past. I'm not sure it would be any better than the ratio to chip sales, frankly.

FATBOY
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

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