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Nasdaq Rises on Chip Gains, Dow Falls  NEW YORK (Reuters) - The Nasdaq ended 1 percent higher on  Thursday, led by a rise in semiconductor shares, but the  blue-chip Dow was knocked down to a fresh two-month low by a  fall in industrial bellwether Caterpillar Inc.&lt;A HREF="http://www.investor.reuters.com/FullQuote.aspx?ticker=CAT.N target=/stocks/quickinfo/fullquote"&gt;CAT.N&lt;/A&gt;. 