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Post# of 704044
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Zeev Hed

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Zeev Hed

Re: Fred Langford post# 268474

Tuesday, 07/13/2004 1:29:34 PM

Tuesday, July 13, 2004 1:29:34 PM

Post# of 704044
What should I expect? They'll meet their reset expectations. The interesting part will be what they say about their capex plans...that should influence the trio (KLAC, AMAT and NVLS ). These right now are discounting a bad capex number from INTC.


AZH

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