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To: ajbrenner who wrote (51702)8/19/2001 11:01:12 PM
From: heatsinker2Respond to of 275872
 
ajb The only question is do you wait until the IDF dog and pony show runs it's course next week.

I wouldn't wait. I think that semis will go up next week while Intc trends slightly downward. This will set the stage for a 5 point drop in response to an earnings warning or some other negative semi event.

That's what I think, but that doesn't necessarily make it so.


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