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Post# of 704047
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Zeev Hed

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Zeev Hed

Re: Avru post# 264986

Friday, 07/02/2004 11:25:49 AM

Friday, July 02, 2004 11:25:49 AM

Post# of 704047
Welcome back...and that is quite a possibility, but if that is the case, then development of overcapacity in the semis is not a concern this cycle, and thus, until such overcapacity develops, the cycle is still "alive"? Time to launch the partial Q here, MERQ at $47.93 and JCOM at $27.08. Still waiting a little longer for BRCM.

AZH

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