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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST

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To: Pam who wrote (42722)1/16/2009 8:45:28 AM
From: robert b furman  Read Replies (1) of 95531
 
Hi Pam,

Spending of 2.5 billion and flat for the year.(last year Capex was around 5.2 billion?)

As I read that - spending will be hugely loaded into the first half.

Do I read that right?

Bob
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