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To: E.J. Neitz Jr who wrote (49280)9/25/2003 7:34:55 PM
From: BWAC  Respond to of 53068
 
Fwiw I found this an interesting read and observation. Especially regarding the 5 stages of the semi cycle. Don't know if he is right, but it does have some info that we need to think about.

cypress.com

Of course Rodgers also did a study that basically said sell CY anytime it gets much over 3 times sales. Which is just about to occur.