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To: Kirk © who wrote (4910)10/22/2003 5:34:12 PM
From: All Mtn Ski  Respond to of 5867
 
KLAC just dropped like a rock on lower than expected order growth. I'm still sticking to my thesis that this cycle will be shorter and not as strong as many here expect.

Not long or short the IC capex companies, I am long wireless semis like SWKS.

A-M-S