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Re: madrose1 post# 449630

Thursday, 01/12/2006 7:48:56 AM

Thursday, January 12, 2006 7:48:56 AM

Post# of 704047
: Semiconductor Eqt: expect improved capex at mjr semis in 2006@COWN
The firm would focus on AMAT, KLAC, TER, ATMI, and TSRA. The broker favors AMAT on the front-end and remains bullish on Top Pick TER. :


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