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Technology Stocks : Semiconductor Fundamentals

SMH 363.73

-1.3%

Oct 30 5:00 PM EST

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To: Dan3 who wrote (74)	8/25/2003 8:45:43 AM
From: cordob	Read Replies (1) of 82

Dan, I think you are right, they will fight over it for a while. I am not sure of the exact tax situation, but if it happens this quarter it may bre reported as an extraordinary charge. The main point will be, imo, that the market sees a turnaround for semi revenue and pricing. All the best Cor

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