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Post# of 704048
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michalel97123

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michalel97123

Re: Zeev Hed post# 246208

Tuesday, 05/18/2004 8:41:40 AM

Tuesday, May 18, 2004 8:41:40 AM

Post# of 704048
Do we buy semi-equips today prior to amat earnings? Recent history says know but with intc increasing capex next year, it seems to me that many other chip companies cant afford not to respond since they have lagged intel all along. That bodes well for the likes of amat, klac, nvls to name a few. Mike
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