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


To: Gottfried who wrote (22887)4/19/2005 7:58:41 PM
From: Nancy  Read Replies (1) | Respond to of 95617
 
Listened to Andy Bryant on Cramer's show - Cramer asked him about Capex increases - Bryant said it is INTC specific and not everyone in the industry has the money to spend - in essence he agreed with Cramer, the overall industry Capex spending will not go up the same degree as INTC's.

May be good time to write calls when the equipment names run up another day or two, till KLAC reports.