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Post# of 704044
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Culmus

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Culmus

Re: gottfried post# 265007

Friday, 07/02/2004 12:06:24 PM

Friday, July 02, 2004 12:06:24 PM

Post# of 704044
If now semi sales and equipment bookings to not go into a straight dive but indicate the cycle might just not be dead right now. And even a muted slowdown might be able to raise expectations a little if that "dead right now" is what they expect. Then the sox could easily get another wind (I got a sense that is what comes, ahem, I'm guessing....).

Culmus

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