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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Donald Wennerstrom who wrote (5456)9/19/2002 4:01:12 PM
From: Alastair McIntosh  Read Replies (1) | Respond to of 95420
 
CSFB has indeed been negative on the SCE sector since Aug 2001. Their mistake was that they were not negative enough.
Their concern for the long term is based on structural issues rather than the cyclical issues which will of course be resolved.