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Tech Trader - The Outlook for Technology Stocks

Barron's Live

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Is It an Old Model?

The beauty of the model is that you can dial your capacity up or down, like literally at the touch of a button as opposed to we're running out of capacity. And obviously, it's like if you just think logically about if their customers are, let's say, advertising driven internet businesses or e-commerce businesses who have been affected by a slower economy,. They are naturally using less capacity or growing less quickly and we're seeing some of that.

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