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


To: Zeev Hed who wrote (5724)9/29/2002 1:07:15 PM
From: Alastair McIntosh  Read Replies (1) | Respond to of 95610
 
You may indeed be right about not reaching $16B this year. It now appears that many IC manufacturers will not come close to reaching their capital spending budgets this year. I recall reading that TSM and UMC had only spent about 25% of their 2002 budgets in the first half of the year.

Al