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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: advocatedevil who wrote (5173)1/28/2003 11:55:40 AM
From: Kirk ©  Read Replies (1) | Respond to of 25522
 
...The firm also said its capital expenditure this year is forecast between US$1 billion to US$1.5 billion. In 2002, its capital expenditure was targeted at US$ 1.65 billion.

Interesting. this is actually GOOD NEWS as I had them down for $1.0 to $1.2B: suite101.com

I read the other day someone thought it might even even lower.

Here is the 1.0 to $1.2B estimate siliconstrategies.com

This news means more upside now if you can believe that.



To: advocatedevil who wrote (5173)1/28/2003 1:01:07 PM
From: Jacob Snyder  Respond to of 25522
 
<<...in the fourth quarter ... its utilization rate was 61%. In the third quarter, TSMC had said its utilization rate was 79%>>

That's a substantial fall; and no improvement expected in 1Q03. Their utilization rate was 100% in early 2000. IMO, they need to see utilization rates sustained (more than one quarter) at at least 85%, before they think about increasing capex.


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