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To: DanZ who wrote (14533)6/4/1998 1:01:00 AM
From: Johnathan C. Doe  Read Replies (1) | Respond to of 53068
 
I think your observations about the semi's is starting to be the same argument for playing the disk drive makers soon. Turn around is about the same distance away. WDC at 14, SEG at 17, QNTM at 18; that should be a decent position to play them initially.