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


To: Nancy who wrote (78688)6/13/2002 9:43:59 PM
From: Zeev Hed  Read Replies (2) | Respond to of 99280
 
Why play the sector at all? When capacity utilization at one outfit is 20%, you can be sure that cut throat competition is going to be fierce and only the fittest (the most quarters of cash burn on hand) will survive.

Zeev