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To: SeaViewer who wrote (108720)6/14/2001 11:52:27 AM
From: Earlie  Respond to of 436258
 
Jeff:

Yes, the semi equip stocks are holding, but that can't last as their order books are empty. I'm short and getting shorter there. AMAT and NVLS are both excellent targets.

CLS is a gift, as they drove the stock up to get off a (stinky) issue).

Best, Earlie