News Focus
News Focus
icon url

mlsoft

02/19/03 9:24 AM

#77655 RE: Koikaze #77641

koikaze...

There are two different groups that put out a "BtB report" and Zeev's comment was about the other report. The SEMI report is the one worth watching.

mlsoft
icon url

Zeev Hed

02/19/03 10:29 AM

#77700 RE: Koikaze #77641

Yes, I meant that the "International" group's numbers are not very reliable. took the dime a little earlier from RMBS, no sense standing in front of a freight train. Back to 75% plus cash.

Zeev