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Technology Stocks : Semi Equipment Analysis

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To: zonder who wrote (7294)	11/28/2002 1:01:36 PM
From: Cary Salsberg	Read Replies (1) of 95515

RE: "My concern is that even if semiconductors see higher demand soon, it will be a while before it translates to semi equip." "Higher demand" will come from new advanced products based on new advanced technology. Capacity is short in advanced technology, so "higher demand" will require a quick ramp of advanced production capacity and a quick order increase followed by quick delivery.

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