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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Alastair McIntosh who wrote (2224)8/9/2002 3:31:44 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 25522
 
Alastair,

Where did you get or how did you arrive at the Industry capex number?

TIA

Brian



To: Alastair McIntosh who wrote (2224)8/9/2002 3:55:28 PM
From: Cary Salsberg  Respond to of 25522
 
RE: "Regarding capex, is AMAT losing market share?"

I would say no, but I don't have the numbers. From sales and order numbers of various companies I have seen, I would only cite KLAC and NVLS as semi-equips that are possibly gaining share.



To: Alastair McIntosh who wrote (2224)8/9/2002 4:29:48 PM
From: Kirk ©  Read Replies (2) | Respond to of 25522
 
this says $33.1B in 2000 and $23.3B for 2001 for total CapX... your numbers seem way off.

siliconstrategies.com



To: Alastair McIntosh who wrote (2224)8/14/2002 8:23:40 AM
From: Alastair McIntosh  Respond to of 25522
 
I guess my numbers were not "way off" after all.

Applied expects overall capital expenditures of chipmakers in 2002 to decline 25.2 percent to $29 billion compared with a previous expectation for a decline of 20 percent. Spending on wafer equipment is expected to fall 20.3 percent to $17 billion instead of the 15 percent decline previously expected.

marketwatch.com

I posted a 2002 estimate of $31B for capex and $17.1B for WFE spending.


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