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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 162.77+2.6%Dec 8 3:59 PM EST
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To: Investor2 who wrote (3947)12/18/1997 2:21:00 PM
From: Scott Maxwell   of 10921
 
I think he was trying to say that spending on equipment has been excessive at 30% of revenues recently.

I disagree, since the trend should be toward equipment spending making up larger and larger fractions of industry inputs. That is, semi design costs and fab equipment costs (which include process design costs) should rise (eventually limiting Moore's Law) while labor and materials inputs decline.
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