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Re: Zeev Hed post# 477864

Sunday, 06/04/2006 9:29:36 PM

Sunday, June 04, 2006 9:29:36 PM

Post# of 704047
Zeev - TTC

careful there ... growth is slowing already, and if we get an economic slowdown, they will see the double-whammy of slowing Rev and compressing margins. Even a mild recession and that one gets a 25% haircut and sees the 30s.

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