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

To: Proud_Infidel who wrote (8651)1/29/2004 12:11:10 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 25522
 
RE: "...plans to increase capital spending by 80 percent this year...boost overall capacity by 15 percent..."

15% is less than the increase in revenues forecast for semis for 2004 and similar IC revenue increases are expected for a number of years. The numbers seem measured and unlikely to lead to overcapacity or an abbreviated up cycle.


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