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


To: Pink Minion who wrote (5748)9/29/2002 10:48:53 PM
From: Gottfried  Respond to of 95536
 
SemiBear, better ask Alastair because that's his table. G. [end]



To: Pink Minion who wrote (5748)9/30/2002 8:31:56 AM
From: Alastair McIntosh  Respond to of 95536
 
SemiBear, WFE refers to wafer fab equipment. Industry capex is all capex including "bricks and mortar" type expenditures. Equipment runs about 55% of total capex.

Al