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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 256.40+1.2%3:59 PM EST
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To: Proud_Infidel who wrote (16923)12/21/2005 3:46:48 PM
From: Proud_Infidel  Read Replies (1) of 25522
 
Re: “With equipment costs increasing an estimated 10 percent for each new technology node, manufacturers will manage investments in new technology very carefully.”


And yet it seems that capex as a % of semiconductor revenue has never been lower for such an extended period.
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