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punkle

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punkle

Re: ardent jd post# 154799

Wednesday, 09/24/2003 6:50:38 PM

Wednesday, September 24, 2003 6:50:38 PM

Post# of 704019
Didn't you recently mention some order cancellations in semi land? MU call seems fairly positive although they never give forward guidance for the quarter. Sounded a little like they are hedging their bets keeping very low inventory.
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