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Comment by David Ristau

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  1. David Ristau
    October 25th, 2010 at 1:39 pm

    Alik –

    I honestly think you should get out of it. That semiconductor equipment and materials sector has been pretty disappointing. They are turning to a profit from one year ago, but I fear guidance will be weak. Take a small loss…

    Westterra –

    Good luck with SKX…TSL is making its move.



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