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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (5868)10/5/2000 7:56:18 AM
From: orkrious  Read Replies (1) | Respond to of 30051
 
Zeev, I listened to part of MU's CC last night. Guidance for fiscal 01 cap ex is $2.3B, which I was told is double last yr's. I assume this doesn't change your thoughts on the semi equips?

Jay



To: Zeev Hed who wrote (5868)10/5/2000 8:16:35 AM
From: Bosco  Read Replies (1) | Respond to of 30051
 
Hi Zeev - you remind me of our good [?] old days <VBG>! Another proof in the pudding is BRAD after it reemerged from bankruptcy. Crossy has warned me against its floorless, so I stayed away. Subsequently, the stock was run up to a double digit zone. Now, one buckaroo!

best, Bosco


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