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Subject:  Re: B-B Date:  11/21/2002  11:16 PM
Author:  donv Number:  27458 of 44633

these semi cap equips could turn out to be the short of the year here soon, total BS on this qtr 4 bottom call. And "SEMI" has a track record of over optimistic projections. Capacity expansion is not only on hold but IMO being reduced.

march,april puts on this group should do well when they roll over.

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