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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Henry Eichorszt who wrote (29661)4/21/1999 6:54:00 PM
From: Jeffrey D  Respond to of 70976
 
Henry, according to the Reuters article:<<The optimistic outlook from New York-based Donaldson Lufkin Jenrette is
a further sign the battered semiconductor industry may at last be in for
brighter days.>>

You know Henry, I am getting really, really tired of these "journalists" using the same tired cliche of "battered" semiconductor industry... Same old description for months now. Can't we just drop that now? Geez! Jeff



To: Henry Eichorszt who wrote (29661)4/21/1999 9:30:00 PM
From: Henry D  Read Replies (1) | Respond to of 70976
 
Henry,

atlast the U shape recovery is approaching...but when is the peak in stock prices NOT revenues. as always in cyclicals, stock prices will peak before revenues do...maybe a quarter or two i guess...any other guesses out there??? if history repeats, Oct is a good time to take profits and perhaps even go short.


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