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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (8918)	10/23/2000 2:23:35 PM
From: Charles R	Read Replies (1) \| Respond to of 10921

Charming!

To: Ian@SI who wrote (8918)	10/23/2000 7:24:58 PM
From: Zeev Hed	Respond to of 10921

Ian, why all the furor, the issue is not YOY capex, it is a "possible" reduction of capex from prior plans. If that is correct, it is worth looking into. I have not seen anything relating to TSMC's planned reduction (from prior announcement), if someone has a good source, please post. What do you make of the continuing "orchestra" of lower future forecasts? Now the wireless are joining the PC boys? (I am referring to NSM's warning that the next two quarters will be negatively impacted by reduced demand from their customers in the wireless business). If that continues, it might even derail the rally I was expecting in the next few weeks. Zeev