Applied Materials No-Politics Thread (AMAT) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

AMAT 220.75

-3.5%

10:14 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: matt dillabough who wrote (20816)	10/6/2006 3:58:05 PM
From: niek	Read Replies (2) of 25522

re: Micron FY07 capex spend likely front loaded, expect Lam Research to be primary beneficiary It's amazing when it comes to CAPEX nobody is talking about lithography. We all know that Micron is a main customer from ASML in the Netherlands and we also know that about 15% of the CAPEX goes to litho equipment. I estimate that about $ 3 billion will be used for equipment, which means that about $ 450 million will be spent on litho equipment. Now, I would say that I expect ASML to be primary beneficiary. Niek

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next