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Technology Stocks : Semi Equipment-Sell when they're singing in the streets

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To: Dr. Mitchell R. White who wrote (60)4/26/2000 12:26:00 PM
From: Gottfried  Read Replies (1) of 276
 
Mitch, thanks for the analysis. Here's the SEMI backlog chart: geocities.com

One can question whether the difference between orders and
shipments BY MONTH [3month ma] is the true backlog.

Gottfried
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