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

To: Lizzie Tudor who wrote (8047)1/14/2003 6:51:22 PM
From: BWAC  Read Replies (1) | Respond to of 95605
 
Could be true? Where did Asshock get his info? Was it from the conference call or selective disclosure?



To: Lizzie Tudor who wrote (8047)1/14/2003 8:36:13 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 95605
 
RE: "Any comments?"

Cap Ex includes the land and buildings in addition to the equipment. I have seen other references to the fact that most of cap ex going forward would be for additional equipment. As new production lines are added to 300mm, 0.09u fabs, most of the expense is in additional equipment.


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