From A to Zeev" -- SI Sacks Zeev Message Board

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Pastimes : From A to Zeev" -- SI Sacks Zeev

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To: David Rosenthal who wrote (274)	3/20/1998 12:47:00 PM
From: Zeev Hed	Read Replies (1) of 708

David: SEA was a major engine of growth for the semi business, and will be in the future. I think that they need to and eventually will build a major communication infrastructure as well as a business infrastructure causing demand for semi to grow. Right now, however, the SEA situation may have another two or more quarters impact on this market segment and I think that the sox could go down another 20% from where it is right now to the 220-240 area before the market starts to look over the valley and into future resumption of growth. Zeev

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