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Technology Stocks : Semi Equipment Analysis
SOXX 330.35+0.5%4:00 PM EST
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To: SI User who wrote (37999)2/7/2008 8:47:34 AM
From: robert b furman  Read Replies (3) of 95708
 
Hi Cap'm,

6.6 billion and it must be onstream by 09.

An interesting number since the 08 Capex was 3.383 billion.

Looks to me like that fab will be pretty close to their only Cap4ex shot in 08.

With no location it sure looks like the expense will be back end loaded in 08.

OR Capex extimates aren't worth the paper they are printed on.

Could well be both huh?

Bob
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