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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Shoibal Datta who wrote (44689)3/29/2001 9:15:11 AM
From: Shoibal Datta  Read Replies (1) | Respond to of 70976
 
09:02 ET Robertson Stephens on Semi Equipment : Firm says we are in a harsh downturn, but expect a quick recovery driven by moves to copper, 0.13 micron, and 300mm wafer processing; believes companies will scrap/write down inventory. Favorites remain AMAT and NVLS,

briefing.com



To: Shoibal Datta who wrote (44689)3/29/2001 1:53:30 PM
From: advocatedevil  Respond to of 70976
 
RE: Samsung capex reduction

Shoibal, Here's some additional detail regarding today's Samsung capex reduction comments:

"Samsung may trim capital spending"

yahoofin.cnet.com

AdvocateDevil