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To: grogger who wrote (4240)11/3/1998 11:46:00 PM
From: Gottfried  Respond to of 5058
 
Rob, OTOT downgrades: some other semi equip stocks were downgraded too, strictly on valuation. Price got ahead of the fundamentals.

cbs.marketwatch.com

Frankly, I applaud those analysts for doing the right thing.
They can always change their rec later.

Gottfried