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To: Mike M who wrote (948)7/28/2001 7:53:03 PM
From: Zeev Hed  Read Replies (1) | Respond to of 1328
 
I just think that 5 times sales is rich in an environment where their customers are no going to drastically increase their capex over the next two three years. Not saying that a DCB to the $10/12 area is not possible, but it is still not a long term situation. Some people even fear it may not be a survivor.

Zeev