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Re: Zeev Hed post# 246934

Wednesday, 05/19/2004 1:11:45 PM

Wednesday, May 19, 2004 1:11:45 PM

Post# of 704048
Semi capital equipment is a "cyclical" industry, after all. And the Chinese slowdown in cap spend is going to be biting hard by the fall IMTO. We'll see....

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