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Technology Stocks : Semi Equipment Analysis
SOXX 296.74+1.8%4:00 PM EST

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To: Donald Wennerstrom who wrote (10418)7/5/2003 10:20:55 AM
From: Gottfried  Read Replies (3) of 95487
 
Don, thanks for your thoughts on analyst coverage. I think the unexpected may happen again.
PS: chip makers are still too timid to order equipment. You can see this by looking at increased sales vs flat equipment orders here home.comcast.net

Gottfried
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