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


To: Cary Salsberg who wrote (14362)4/15/2005 8:50:36 AM
From: matt dillabough  Read Replies (2) | Respond to of 25522
 
Semi Cap Equip: Goldman comments on Samsung results

Firm notes that Samsung reported its Q1 earnings late Thursday night. Goldman believes the key takeaway from the report is that the company spent almost half (46%) of its 2005 semi capex budget in Q1 alone and hence the budget is very front-half loaded.