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Technology Stocks : Dupont Photomasks (DPMI)

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To: Ian@SI who wrote (896)12/29/1999 11:25:00 AM
From: Carl R.   of 955
 
Ian, add to your list of effects for next year plunging profits in Q1 as the inventory build-up that took place this quarter (both in businesses and homes) gets worked off. This may be most evident in falling prices for raw materials and falling interest rates.

Note that I am talking about the economy as a whole, and not about the semiconductor segment specifically.

Carl
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