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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls
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To: orkrious who wrote (30)1/8/1999 10:45:00 PM
From: FJB  Read Replies (3) of 195
 
Jay, I believe Deutsche Bank is making an incorrect call. ASML will report in a couple weeks and orders should surprise on the upside. I don't see the logic behind downgrading ASML going into an upturn in the industry. There is not any news I can find to support their pessimism.

Bob
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