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To: Lizzie Tudor who wrote (16838)7/14/2006 11:07:18 AM
From: Proud_Infidel  Respond to of 17183
 
Re: too many layoffs for a healthy capex sector

Huh?

Semi capex should hit an all-time high this year, or close to it.



To: Lizzie Tudor who wrote (16838)7/14/2006 11:10:49 AM
From: GVTucker  Respond to of 17183
 
As Paul Sameulson noted some time ago, the stock market has discounted 9 of the past 4 recessions.

Something to remember.



To: Lizzie Tudor who wrote (16838)7/14/2006 11:17:32 AM
From: Elroy  Read Replies (1) | Respond to of 17183
 
too many layoffs for a healthy capex sector

Speak English! As I said, to most people capex mean equipment, but SAP makes software, which is not equipment, so what are you talking about?

Are you just throwing out terms without understanding their meaning?