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


To: Alastair McIntosh who wrote (6659)11/3/2002 4:49:40 PM
From: Zeev Hed  Respond to of 95530
 
Alastair, just a short point in favor of some recovery in SCE, currently, most of the major semi have amortization charges that are greater than their capex plans, there will be no cash flow problems even if they went all the way to spending their full amortization charges. That by itself, for some of the majors I have looked at is a solid 20% above this year rate.

Zeev