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Post# of 704041
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limtex

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limtex

Re: Zeev Hed post# 33428

Tuesday, 10/08/2002 3:09:54 PM

Tuesday, October 08, 2002 3:09:54 PM

Post# of 704041
Zeev - That wafer slowdown out of TSMC just antother sign of what the market seems to be telling us ie Global deflation. The last seven weeks seem to me to be the market looking forward to what it sees and sure enough now we start to see very good visibility of a continuing if notr acclerating economic slowdown.

The whole of the gaoins fo the 90s look to me to be vulnerable if this slowdown carries on.

Best,

L



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