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Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:

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To: The Ox who wrote (1368)	3/25/2013 12:06:47 PM
From: The Ox	of 8285

Short term, Don's group of semis has been relatively weak. Medium term, coming off the bottom they were strong. Certainly, if the economic environment starts to accelerate, investment in new SCE will be required. BTB has been improving the last couple of months, another good sign for the longer term.

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