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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: StanX Long who wrote (50064)8/1/2001 11:40:08 PM
From: advocatedevil  Read Replies (1) | Respond to of 70976
 
Yeah Stan, I think I'm beginning to understand how this works: The chip-makers cut capex to reduce costs which increases earnings which in turn increases capex spending, thus, the more they cut capex, the more they can spend on capex, and as a result we should now be concerned when they start increasing capex, because that will certainly increase costs which will force them to reduce capex, right?

AdvocateDevil


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