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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Ian@SI who wrote (54194)10/16/2001 1:21:18 PM
From: Jacob Snyder  Respond to of 70976
 
re: Hommen said that declining inventories of products that use semiconductors, especially mobile-phone inventories, were a positive signal for a recovery in the chip sector

IMO, the decline isn't over when inventories get cleared. The upturn will have to wait until demand picks up.