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  • UBS Turns Bullish on Chips [View article]
    Sounds overly optimistic to call a bottom for chips in June. There are issues with large current inventory of consumer products and the stuffed channel. Consumer demand would have to bottom out at least a quarter ahead of the bottom in chips and I just don't see that right now.
    Feb 13 17:24 pm |Rating: +4 -1 |Link to Comment
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