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

To: BWAC who wrote (28155)1/23/2006 10:58:41 PM
From: Gottfried  Respond to of 95638
 
$1.3B Message 22091842



To: BWAC who wrote (28155)1/24/2006 6:21:20 PM
From: BMcV  Read Replies (3) | Respond to of 95638
 
TXN capex will remain flat from last year's $1.3 billion, BUT $300 million that was spent in '05 for plant will be spent this year on equipment. So in fact they will increase SCE expense 30%. This from CC in response to analyst who wondered why if they were capacity constrained they did not increase capacity.


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