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

To: matt dillabough who wrote (20816)	10/6/2006 3:58:05 PM
From: niek	Read Replies (2) \| Respond to of 25522

re: Micron FY07 capex spend likely front loaded, expect Lam Research to be primary beneficiary It's amazing when it comes to CAPEX nobody is talking about lithography. We all know that Micron is a main customer from ASML in the Netherlands and we also know that about 15% of the CAPEX goes to litho equipment. I estimate that about $ 3 billion will be used for equipment, which means that about $ 450 million will be spent on litho equipment. Now, I would say that I expect ASML to be primary beneficiary. Niek