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To: Bill Harmond who wrote (6460)4/17/2001 9:35:00 AM
From: Wizard  Read Replies (1) | Respond to of 57684
 
>> I think the semiconductor makers are spending on productivity-enhancement and copper, but not just capacity.

Intel will probably cut its CapEx spending this afternoon with their earnings release. This is an incremental negative but I am a buyer after that due to risk-reward going favorable. KLAC, ASML, BRKS, NVLS, AMAT, LRCX....