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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Softechie who wrote (5731)11/14/2001 6:14:53 PM
From: 4rthofjuly007  Read Replies (2) of 99280
 
So who is reducing cap-ex? If industry spending declines by AMAT management expectations, who is making the reductions? Something has to give here.

* 7:16 ET Applied Materials (AMAT) 40.71 -0.09: -- Update -- On call. company says orders should be weak in JanQ, slightly below OctQ....While sales and EPS should be lower than consensus, gross margin should increase vs the 37.1% achieved in OctQ...Mgmt expects industry capital spending to decline 30% in 2002 and cap spending for wafer fabs to decline 35%....stock at 39.15.
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