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To: Boplicity who wrote (941)5/23/2001 1:25:59 AM
From: Sully-  Read Replies (1) | Respond to of 13815
 
Greg,

Zeev seems to be thinking the bottom for the SEMI's will be a month or two after the B2B troughs. Even if this month's B2B is the bottom, this could be a rough summer ahead for them.

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