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To: Don Earl who wrote (11493)7/14/1998 2:42:00 PM
From: Zeev Hed  Read Replies (3) | Respond to of 14577
 
Don, I agree with you, I believe the semi might still have a bad spill in Autumn, but that , IMHO, will be the nadir of this three years recession. I would say blood is pretty close to "knees" level, and while select few semi may go under or be absorbed, after this Autumn "minimelt" I see good things ahead.

Zeev