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To: Michael Gaudet who wrote (11926)	12/24/1997 2:29:00 PM
From: Mr. Aloha	of 25960

Fortune Feb 16, 1998 Special Year-End Double Issue. Page 76 - 10 Great Bargains to snap up now.. Silicon Valley Group - "Down as much as 47%" "but Silicon Valley Group derives only about a tenth of its $595 million in annual sales from the region (Asia). Vs. KLA's or FSI's. Morgan Stanley's - Jay Deahna thinks that capital spending by semiconductor makers in Korea and Japan will decline by 10% next year, and that should be offset by strength in North America, Europe and Taiwan. ---------- These articles and opinions are a dime-a-dozen. Didn't someone say there was a bearish Fortune Article? I wonder which is more recent? Aloha

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