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To: marc ultra who wrote (6768)7/14/1999 3:02:00 PM
From: marc ultra  Read Replies (4) | Respond to of 15132
 
semi capex: the big 4 all at or near 52 week highs. Wonder if they'll have a lot more legs given good fundamentals or if they may poop out in August or so matching the last big up cycle. This earning cycle likely to last longer but have the next year or two been discounted?

Marc