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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 143.19-2.9%3:59 PM EST
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To: Proud_Infidel who wrote (5487)5/20/1998 6:24:00 PM
From: shane forbes  Read Replies (1) of 10921
 
Brian:

thanks. that was a nice succinct summary that you had there!

Now riddle me this - of the 1.2 billion that AMAT got about how much in your estimation is for this "maintenance" related stuff?

I really think this "maintenance spending %ge" holds the key. Under an absolute worst case scenario even the most desperate companies have to spend on upkeep - it is not quite as "discretionary" as new purchases.

It is also likely a very good use of cash - spend a few bucks to keep the fabs you have going - a few bucks for a few tens of million of chips.

Shane.
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