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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: BMcV who wrote (27965)1/17/2006 5:50:45 PM
From: BWAC  Respond to of 95574
 
<They also will do away with midquarter updates and start giving full year guidance to help lead discussion toward longer term trends.>

Good idea. But the markIt isn't going to like it. Full year for a large tech company leaves a whole lot of variables and risk and potential questions. Its not like KO forecasting coke sales.

Of course volatility should increase.



To: BMcV who wrote (27965)1/17/2006 9:01:43 PM
From: Proud_Infidel  Respond to of 95574
 
Intel's 2000 capex was $7.5 Billion if memory serves, so we are definitely up there with $6.9 Billion for 2006, if not past the old high water mark.


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