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Strategies & Market Trends : Don't Drink the Kool-Aid Kids

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To: Stoctrash who wrote (264)4/5/2001 5:37:55 PM
From: IQBAL LATIF   of 1063
 
We stick with our V-shaped cyclical forecast because the worst of the PC inventory glut is clearly behind after 1QCY2001, in our view," commented ABN's Wu. Wu said PCs still make up 35 percent to 40 percent of semiconductor consumption.
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