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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Sully- who wrote (53666)4/19/2002 1:41:55 PM
From: Sully-  Respond to of 99280
 
13:26 ET Semi capex increases should continue-- Pru : Prudential believes that Samsung's and CHRT's capex increases were not the last round of upward capex revisions, and the chip sector should see more as the year progresses; primary beneficiaries for the Samsung increase are: AMAT, NVLS, KLAC, LRCX, RTEC, and FEIC.



To: Sully- who wrote (53666)4/19/2002 1:45:33 PM
From: martin001  Respond to of 99280
 
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