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To: kash johal who wrote (128432)2/27/2001 5:45:51 PM
From: Paul Engel  Respond to of 186894
 
Kash - Re: "The fab over-capacity issue is about to come into the open once TSMC and UMC follow CSM's announcements"

Maybe we should be investing in Coke, P & G and Briggs & Stratton.

The technology sector is bloody - but still getting even bloodier.

Paul



To: kash johal who wrote (128432)2/27/2001 10:43:38 PM
From: Mani1  Respond to of 186894
 
Kash re <<Hope folks are not holding the equipment guys!!!>>

Not quite yet. Unfortunately for me, the equipment guys have not fallen as much as last cycle. At least not yet.

What I don't understand is why the earning estimates for the semi equipment guys have stayed so high. Perhaps analyst do not know how much to lower it by, so for now they are just staying putt.

Mani


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