Gottfried, the English version of Infineon's news release did not include anything on capex plans for 2003 (only that 2002 at around 600 MM was much lower than 2001 at above $2 B), have you had a chance to peruse the German version of the release for such info?
By the way, last week I suggested that before the end of this week we should have a local top on semis, Monday, the Sox hit 337, and I believe that is it for a little while, I have two possible targets for the next through, and they are not too bad, right now, my guess is that we go to 273 with an outside chance of a third leg to 240 (I do not have a new low, as of now, but that can change <g>).
Zeev |
