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To: patron_anejo_por_favor who wrote (214522)1/14/2003 4:28:59 PM
From: stomper  Respond to of 436258
 
Don't think they'll be reiterating that capex number every two weeks.

-dave



To: patron_anejo_por_favor who wrote (214522)1/14/2003 4:32:50 PM
From: SeaViewer  Read Replies (1) | Respond to of 436258
 
Market was expecting cap spending at 4.5-5.0B this year per CNBC this morning.



To: patron_anejo_por_favor who wrote (214522)1/14/2003 4:34:56 PM
From: yard_man  Read Replies (1) | Respond to of 436258
 
yeah -- buying boatloads of KLAC and AMAT --- to da Moon



To: patron_anejo_por_favor who wrote (214522)1/14/2003 5:22:19 PM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 436258
 
whoohoo! all my favorite semis munchin' the mattress. wasn't last year's crapex supposed to be $7.5 billion? now half that level, what great news for semi equips.


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