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Re: Jerry Olson post# 91

Tuesday, 01/28/2003 10:11:26 AM

Tuesday, January 28, 2003 10:11:26 AM

Post# of 4893
08:44 ET Taiwan Semi capex guidance negative for semi equipment group - TWP (TSM) 7.49: -- Update -- Thomas Weisel says that TSM's 2003 capex guidance of $1.0-$1.5 bln is clearly a negative data point for the semi equipment industry (firm's est was $1.35-$1.60 bln).



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