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To: John Finley who wrote (223)2/21/2002 1:51:25 PM
From: The Ox  Read Replies (1) | Respond to of 290
 
I don't expect a quick return given the market conditions and it's very possible that I'm too early with my purchases.

The STM announcement is very interesting but I won't write off GaAs/InP at this stage but maybe the market has already made the decision to discount the future for GaAs companies.