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 154.97

-5.0%

3:59 PM EST

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To: Ian@SI who wrote (9259)	1/16/2001 11:51:10 PM
From: Zeev Hed	of 10921

Ian, you should expect this year capex to include some capex acquisitions as well, I am guessing that the Xircom acquisition will bring in about $100 MM to the "Cap-ex" category, I am not sure if the $7.5 they cited includes acquired capex as well as acquired new equipment and plants. Zeev

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