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Technology Stocks : Semi Equipment Analysis
SOXX 226.76+1.7%Feb 18 4:00 PM EST

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To: Return to Sender who wrote (89071)9/30/2022 3:15:01 PM
From: Johnny Canuck  Read Replies (2) of 93857
 
50 percent cut to capex is pretty dramatic, but memory has always been a cyclical business.
MU is a significant percentage of revenue for AMAT and LRCX if I remember right.
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