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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: t2 who wrote (66588)5/13/2002 9:44:55 PM
From: orkrious  Read Replies (1) of 99280
 
The problem with this industry is not about a rebound; it has to do more with valuations.

NV you are right about valuations but wrong about the rebound. Sure there's a rebound, but orders are miniscule. Most of the current business is just maintenance. Any orders for new equipment are going to look huge when the denominator is small. But how robust is it going to be? Are they going to have 1.25 B/B sequentially for a year. I don't think so.
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