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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls
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To: Jack Hartmann who wrote (66)7/26/2000 6:11:07 PM
From: FJB  Read Replies (3) of 195
 
J. Joseph says he feels vindicated on CNBC. LSI's $20M revenue shortfall due to component shortages is apparently all you need as proof that the cycle has peaked. It doesn't matter that almost every other semiconductor company is coming in ahead of "estimates" and is short of product.

What a joke!
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