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Politics : Formerly About Applied Materials

AMAT 319.11

+5.7%

Jan 15 3:59 PM EST

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To: Proud_Infidel who wrote (54239)	10/17/2001 6:48:51 PM
From: Jacob Snyder	Read Replies (1) of 70976

TI 2002 capex: In the CC, they said: "As a first approximation, 2002 capex will probably be at about the same rate as in the second half of 2001. We'll spend 600M on capex in 2H01." That would put 2002 capex at 1.2B for 2002. I have a note (may be old) that 2001 capex for TI will be 1.8B They also said that number for 2002 might be lower, if foundry prices are so low that it makes sense to outsource. They said they would be "opportunistic" about outsourcing. So, even though TI doesn't do much business with foundries, clearly the capacity utilization of foundries is going to affect TI's capex. They seemed pretty confident that semi orders were bottoming now, and semi revenues would bottom next quarter. Strong sectors: DSP, especially for wireless Weak sectors: analog, wireline, automotive

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