The New Economy and its Winners Message Board

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Strategies & Market Trends : The New Economy and its Winners

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To: Mark Fowler who wrote (6454)	4/16/2001 10:14:45 PM
From: Bill Harmond	Read Replies (1) of 57684

My pick would be the technology leaders in semi cap equipment. Companies like Cymer, Novellus, etc. I think the semiconductor makers are spending on productivity-enhancement and copper, but not just capacity.

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