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To: Andrew Vance who wrote (13013)	3/31/1998 2:51:00 PM
From: Proud_Infidel	Read Replies (1) of 17305

AV, Was wondering what your current view on WFR was. With wafer prices so weak and WFR losing $$ while spending on the upcoming 300mm upgrade, I am almost tempted to take my losses here and look elsewhere. I knew that wafer prices could weaken, but the situation is worse than even my worse-case scenario with no end in sight to the bloodletting. TIA for any thought. BK

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