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KLA-Tencor (KLAC) -1.7% and Lam Research (LRCX) -1.5% following Intel's capex guidance cut. Chip...

KLA-Tencor (KLAC) -1.7% and Lam Research (LRCX) -1.5% following Intel's capex guidance cut. Chip equipment industry forecasts for 2012 and 2013 are already quite pessimistic, and Intel's move won't help matters. (also: I, II)
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