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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: JSB who wrote (8817)10/19/2000 1:54:36 PM
From: Math Junkie  Read Replies (1) | Respond to 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.



To: JSB who wrote (8817)10/19/2000 7:43:58 PM
From: Dr. Mitchell R. White  Read Replies (1) | Respond to of 10921
 
Admit the obvious? Where's the profit in that? <grin>

It's obvious to me, I work in this industry and hear a lot of positive stuff most every day. It's been a mystery to me ever since this spring, but I've gotten gun-shy because the money hasn't followed the fundamentals.

But then, I confess I just don't understand money; other than it's complete aversion to my bank account, I mean....

Mitch


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