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To: DJBEINO who wrote (32174)4/16/1998 10:27:00 AM
From: Mike M2  Respond to of 53903
 
DJ, TI 's outlook always errs on the side of optimism. My forecast is the semi mkt continues to weaken for all of 1998 and into 1999. there will not be a quick recovery in SEA it takes time to liquidate debt and excess capacity. Mike one of the "forever bears" -g-