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To: Greg Jung who wrote (9859)11/16/1997 6:45:00 PM
From: Zeev Hed  Respond to of 25960
 
But Greg, the gentleman saw a ride from 17 to 21 and said I'll lock in another 5, in view of the current markets, I think it is a deffensive policy. Sure the bull could resume for the semis, but for that we need stability in the rim and reduction in overcapacity. I do not think we are there yet.

Zeev