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Technology Stocks : Semi Equipment Analysis
SOXX 312.76+1.1%Dec 8 4:00 PM EST
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To: Zeev Hed who wrote (5703)9/29/2002 11:09:12 AM
From: Alastair McIntosh  Read Replies (2) of 95536
 
Zeev, I don't think that the situation got "out of hand"
to either the upside or the downside as much as you indicated.

Here are figures I believe to be fairly accurate:

Year----------> 1998 1999 2000 2001 2002E
Semi sales 125.6 149.4 204.4 139 141.9
Industry capex 27.5 31.8 58.9 38.5 28.9
WFE capex 15.1 18.3 32.9 21.4 17.1
WFE/Rev. % 12.0% 12.2% 16.1% 15.4% 12.1%
Total Capex/Rev 21.9% 21.3% 28.8% 27.7% 20.4%
WFE/Capex 54.9% 57.5% 55.9% 55.6% 59.2%
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