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Re: jjkirk post# 209629

Wednesday, 02/25/2004 2:02:09 PM

Wednesday, February 25, 2004 2:02:09 PM

Post# of 704041
By early summer, possibly, but it is just as possible that CELL will breach $15. Don't forget it is a distributor with very low margin, that kind of a company (like SEMI) will feel the brunt of a future worldwide recession, it is not a long term proposition. The only reason I still think it is playable is that I do not see a recession starting this year, so I do not except a recession to be discounted until at least summer, maybe even later.

AZH

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