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TJ Parker

01/18/03 2:39 PM

#66337 RE: mlsoft #66332

note also the growing competition from taiwan ... the demand is there, but that's also pulling other players into the market.

disclosure: i'm currently short cree.


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jdaasoc

01/18/03 6:23 PM

#66368 RE: mlsoft #66332

look for CREE to be cut in half, at a minimum.

Then ADTN should be just plain drawn and quartered.