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Politics : Formerly About Applied Materials
AMAT 327.01+2.5%Jan 16 9:30 AM EST
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To: herenow_2 who wrote (54415)10/22/2001 7:21:42 PM
From: Jacob Snyder  Read Replies (2) of 70976
 
If this Intel capex news is correct, together with what TXN said in their CC (their 2002 capex was expected to be at the same rate as during 2H01), then we may be seeing the bottom in semiequip bookings, right now. This contradicts what NVLS said recently, that bookings were still falling. If Intel and TI do in 2002 what they've now said they are going to do, it's likely the rest of the semi industry will have to follow. There better be that fabled 2H02 recovery, and it better be a strong recovery, or else semi overcapacity is going to go on and on.
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