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To: Gottfried who wrote (8897)10/22/2000 5:59:23 PM
From: Charles R  Respond to of 10921
 
Gottfried,

<Then by your definition the cycle is not over - unless SEMI reports lower order numbers tomorrow. >

Yes.

<[unlikely]>

I don't have a guess on what tomorrows numbers are but I have a gut feeling about equipment cycle being very close to or at the top and semiconductor chip cycle still not quite near from the top. Looking for data points to reinforce or change that feeling.

Chuck