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Strategies & Market Trends : Take the Money and Run

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To: Jorj X Mckie who wrote (3668)	6/18/2002 9:49:14 AM
From: Dave Gore	Read Replies (1) of 17639

BOOK TO BILL ----- CIBC now expects strong Book to Bill. Second firm to say so. I wouldn't be surprised since NSM, MCHP, Fairchild, TXN and many others beat, guided up, or at the very least reaffirmed guidance last week. Rumor is that AMAT will guide up or reaffirm as well. Will the B2B drive chips stocks if it beats 1.20? If ORCL also has good guidance, we could have a nice rally Wed. in the tech sector in general.

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