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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Return to Sender who wrote (5318)9/5/2002 10:07:41 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95490
 
Yes, you have the answer alright. I listened to the entire call. The number on capex, 5 to 5.2 Billion, was right up front on the call. Overall, I think they did a good job of explaining where they were coming from. They were cautious, and rightly so, but I still thought they felt the future was coming along OK.

Don