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To: Bill Harmond who wrote (3501)11/28/2000 6:07:03 PM
From: fedhead  Read Replies (1) | Respond to of 57684
 
Let us see if that is enough to turn this around. What do
you make of Dan Niles call on the high end semis. He thinks
that the worst is yet to come. Question is whether all the
negative stuff is priced into the PMCS, AMCC and the BRCMs
or are we seeing the next leg down in the SOX.

Anindo