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To: H James Morris who wrote (124578)5/4/2001 9:59:48 AM
From: gladman  Read Replies (1) | Respond to of 164684
 
Yes, that broke fool at SSB doesn't see any weakness in the semi sector. Not sure what color the sky is in his world.

Dan Niles at Lehman is on the other side of the fence. Top line for CCMP will be in the chidter for the next 6 months.



To: H James Morris who wrote (124578)5/4/2001 12:28:20 PM
From: Skeeter Bug  Respond to of 164684
 
>>following recent signals that a bottom is near in the semiconductor industry<<

and what signals might those be? this isn't analysis. this is analitis - a pre-occupation with sh*tting on people.


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