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To: Paul Engel who wrote (154312)1/8/2002 4:18:20 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Paul, >As a result, we would expect overall capital
spending to drop from about $7.5 billion in 2001 to about $5.5-6.0 billion in 2002, with
equipment spending to be slightly down. "

Copyright Salomon Smith Barney

When was that from?

Tony



To: Paul Engel who wrote (154312)1/8/2002 8:34:55 PM
From: semiconeng  Read Replies (1) | Respond to of 186894
 
especially with two 300mm fabs, D1C (Oregon) and F11X
(Arizona) coming up in 1H and 2H, respectively.

O.K., so he got the location wrong. Fab 11X is in Rio Rancho New Mexico.... Otherwise.....

Semi


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