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To: fedhead who wrote (106040)7/12/2000 3:50:11 PM
From: Mark Fowler  Respond to of 164684
 
I tend to see the semis consolidating for a few months more data has top come out. Earning are good but are they going to get better going forward? I tend to believe we're near the top of the cycle however that cycle could be shorten this time if we have a soft landing.