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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 318.72-2.0%Jan 22 3:59 PM EST

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To: Jacob Snyder who wrote (23459)9/10/2008 5:32:56 PM
From: Gottfried1 Recommendation  Read Replies (1) of 25522
 
Jacob, my guess is that semi equipment is more cost efficient than it was and that chip companies outsource when that is the cheaper way to go. Sanders' "real men have fabs" no longer applies.
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