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To: cnyndwllr who wrote (82402)12/21/2000 9:30:34 PM
From: Don England  Respond to of 95453
 
do you follow greenberg on tsc? i have found his lead times to be excessive, but his info on sectors moving into troubled waters tends to be pretty good. he is hinting at nok as a short - that's just my read, based on brightpoint, i think..., who supplies nok and sez demand is softening from a major handset, etc. co. check him out before you go long nok. don