Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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To: robert b furman who wrote (3131)	9/20/2002 8:49:25 PM
From: Ian@SI	Read Replies (2) of 25522

Whole story re Samsung on NAND flash at: siliconstrategies.com Last paragraph talks about growth in planned Capex... Keon Han, a Morgan Stanley analyst in Seoul, Korea, said Samsung will spend an estimated $2.51 billion next year on memory semiconductors, up from $1.93 billion this year. Capital spending on systems-on-chip in 2003 is expected to reach $419 million, from $322 million this year. Capex for the LCD group in 2003 is estimated at $1.46 billion, from $1.12 billion this year.

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