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To: Duane L. Olson who wrote (10305)	3/1/1998 4:12:00 AM
From: shane forbes	Read Replies (1) of 25814

TSO: One of the most important thing I picked up from that Infrastructure guy, many moons ago, was the sensitivity of semi-demand to back-end semi-equip strength. I think that's a fantastic observation. And one of the main reasons that I think Kurlak's "demand is slowing" argument is weak. Actually noticed that back-end BTB went UP from 1.03 to 1.10 in recent semi-equip report. Thus demand for chips still strong. (Of course capacity is another issue...) The other thing to note about Infrastructure is that they have in the past screwed up on the one thing they should be good at - sector calls in the semi-equips. ----

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