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To: Mark Fowler who wrote (8308)8/13/2001 5:19:00 PM
From: fedhead  Read Replies (2) | Respond to of 57684
 
I can't figure out the strength in the semis when their customers like CSCO, JNPR etc still see no signs of a turnaround. I would think that end custiomer stocks would turn before the semis. Stocks like the equipment makers
KLAC, AMAT should be the last ones to turn. These guys have
already discounted a recovery.

Anindo