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To: Zeev Hed who wrote (22767)7/30/1999 3:50:00 PM
From: Brian Malloy  Read Replies (1) | Respond to of 25960
 
By all indications we are starting a cyclical upturn in the Semis that is expected to run for three years. While this number may have been the peak for the last cycle; it is the start for the new cycle. As the build out continues this number should increase in the out years.

Regards