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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Lee Lichterman III who wrote (50023)	1/18/2001 10:49:52 PM
From: 200ma	Read Replies (1) \| Respond to of 94695

L3, what do you like about the oils? drillers or refiners...OXY or XOM, thanks

To: Lee Lichterman III who wrote (50023)	1/19/2001 12:30:20 PM
From: Mark Adams	Read Replies (1) \| Respond to of 94695

A link posted on MDD thread; Now, I seem to remember that DRAM was a huge portion of semi mfg sector, and also a big consumer of semi-equip. So if Intel increases their capex, will that offset a substantial decline in capex by the DRAM guys? Probably belongs on the Blood in the street thread... asia.biz.yahoo.com TAIPEI (Dow Jones)--The unexpectedly sharp downturn in global demand for personal computers is spurring semiconductor makers to slash capital spending on production of dynamic random access memory chips and speed up diversification of their product lines. "Chip makers in general will cut capex outlays by 10%-15% this year while DRAM makers will curtail capital spending by 30%-40%," said Chong Hwa Jon, a chip analyst at Salomon Smith Barney KEB Securities in Seoul. Just this week, Hyundai Electronics Industries Co. (Q.HEL) - the world's third-largest DRAM maker - announced a massive cut in capital spending, to US$525 million this year from the originally planned US$1.2 billion.