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Strategies & Market Trends : The Amateur Traders Corner

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To: gladman who wrote (8715)	4/26/2001 12:26:31 PM
From: gladman	Read Replies (2) of 19633

INTC accounts for 14% of CCMP sales >>12:08 ET CSFB On Intel 29.46 +0.43 (+1.5%): -- Update -- Firm suggests 60% of INTC capex spending is on .13micron with another 30% on 300mm; they believe most of risk in 300mm capex. Also, suggests capex number is at risk for the year despite what company says and indicates that unit costs are trending up, which will affect margins<<

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