Yes, we know that IC Insights pointed out that the capex will grow 15 percent in 2011. But, look back on IC Insight's forecast for Capex for 2008 to 2011 and see the reality. Capex is a moving target. IC Insights does a great job in collecting the numbers from semiconductor manufacturers early in a year, but things change.
For example:
Source: The Information Network, USA.Clearly, semiconductor manufacturers changed their minds. How can you plan a business strategy around this?
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