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To: Moonray who wrote (12375)	5/14/1998 10:07:00 PM
From: Duane L. Olson	Read Replies (1) of 25814

O~~~o Earth to Moonray.. Great post. Katherine does a great job with Semiconductoronline, wouldn't you agree? The post was more sobering than encouraging..to me at least. Extracting: " So why are IC manufacturers and their equipment and materials suppliers feeling so much pain? According to figures from SEMI, March equipment orders were off 12% from February, and February was off 11% from January. The March book-to-bill ratio was a startlingly low 0.80, marking four consecutive months with a value below 1.0. Forecasts put 1998 IC growth at only 8% in dollar terms, in an industry accustomed to 17% average growth. Data from the first quarter suggests even that estimate is overly optimistic." Pretty scary comments for a guy who is heavily invested in the semi industry! //OT// Hey, golf is good upon first venture onto the links... my last round at the end of the '97 season was a 91...and I strarted with a 79 this year... I wonder if there is some inverse correlation with my stock market results? <g> But it was nice to extract from my golfing buddies some of those quarters and halves I yielded so grudgingly last fall.. How is fishing?? TSO

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