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Post# of 704047
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Zeev Hed

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Zeev Hed

Re: gottfried post# 434208

Tuesday, 11/01/2005 9:48:22 AM

Tuesday, November 01, 2005 9:48:22 AM

Post# of 704047
It may be indicating a secular slow down in technology investment in the sector. After all, the semi have been investing almost 20% of sale in capex for a long time, and as the technology is maturing, that may be coming down, permanently.

AZH

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