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Strategies & Market Trends : Stock Attack II - A Complete Analysis
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To: The Freep who wrote (7996)5/24/2001 9:01:41 PM
From: patron_anejo_por_favor  Read Replies (1) of 52237
 
I don't think INTC's capex figures are lies. However, if they've already spent 2/3 of their budget AND the book-to-bill was a whopping 0.42 in April, this means non-INTC Capex has literally disappeared. Combine that with the fact that DRAM prices are at all-time lows, along with the comments for CHRT and others about semi demand and we can safely conclude that semi equipment manufacturers will be in the toilet for 3 more quarters, minimum.

Got SMH puts?
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