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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls

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To: FJB who wrote (60)7/5/2000 8:40:22 PM
From: Berk   of 195
 
Thanks Bob. I think your analysis is correct and also believe that six to nine months is enough time to claim that "unforeseen events" caused his forecast to be off should that happen. Also agree that the holiday week contributed to some of the severity of the decline (low volume). It will be interesting to see what happens as the earnings and backlog continue to come in strong.
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