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

To: Zeev Hed who wrote (5720)	9/29/2002 12:35:34 PM
From: Alastair McIntosh	Read Replies (1) \| Respond to of 95572

Hi Zeev; in my post there is a separate line for wafer fab equipment (WFE). It has been running about 55 to 56% of total capex. My table has one error. The estimate for WFE for this year should be $16 billion which is 55.5% of total capex estimated for this year. This reduces the % of equipment spending to 11.3% of IC sales. A bit low from the 12% in 98 and 99 but not drastically so. I don't have a ready source of "worldwide" and "U.S. only" data at hand.