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


To: The Ox who wrote (11893)9/28/2003 11:20:24 PM
From: Sarmad Y. Hermiz  Read Replies (1) | Respond to of 95503
 
Michael,

I'm buying into the story that Q3 GDP will be viewed as good (+4%), and that tech revenues and margins will be positive Q/Q and Y/Y. What do you think ? Do you see anything why it won't be so ?

Sarmad