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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 168.76+0.3%Dec 11 3:59 PM EST
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To: JSB who wrote (8817)10/19/2000 1:54:36 PM
From: Math Junkie  Read Replies (1) of 10921
 
JSB, what exactly did TXN say would be the same next year, the 2.8 billion capex, or the doubling of capex year-on-year?

This is important, because capex staying the same year-on-year equals flattening of demand. That would be bearish for equipment stocks, since these stocks tend to be priced based on expectations of growth.
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