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

To: Proud_Infidel who wrote (5841)3/14/2003 1:42:32 PM
From: Sun Tzu  Read Replies (1) | Respond to of 25522
 
Ah...and then there were two...who knows may be the best thing for this industry is for the slump to continue for another two years.



To: Proud_Infidel who wrote (5841)3/16/2003 11:31:04 PM
From: Pink Minion  Read Replies (2) | Respond to of 25522
 
>> Elsewhere the company said its capital expenditure budget for 2003 is about $275 million

And they're running at $400 million in sales. That's 68% of sales on cap-ex. This is what hurts the industry. Too many cooks in the kitchen = lower chips prices = lower sales = lower capex sales.


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