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To: The Ox who wrote (12828)4/3/2000 9:02:00 PM
From: Joseph Beltran  Respond to of 14427
 
Michael,

My reserach leads me to conclude that we have another good 8-12 months (2-4 quarters) left before the book to bill ratio in the semi equipment companies tops out. It's been a heck of a profitable sector to be in in the past 12 months and I intend to remain in it (along with the wireless and fiber optic sectors) for the forseeable near term.

the elian saga goes on. i guess we'll end up spending as much time on that as we did on bill's impeachment.


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