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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Running Bull who wrote (9056)	12/2/2000 11:42:06 AM
From: Zeev Hed	Respond to of 10921

Maybe you should go to Windbond. They have actually cancelled (or pushed out) one of their two planned 12" wafer fabs. TSMC and UMC are still in good shape, any cancellations from some of their customers of "space" is currently taken up by the like of SSTI. Some people must be thinking that even that may come to an end, otherwise, i cannot explain the drop of SSTI below $16 all the way to around $11 or so, when their next 12 months earnings are forecasted at more than $2.5/share. I don't argue with the market, it usually "knows" before us what is coming. Zeev