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To: Andrew Vance who wrote (15468)	9/13/1998 4:59:00 PM
From: Prasanna L Soni	Read Replies (2) of 17305

Andrew, How are you? Nice News Letter !! Any views on CYMI at this juncture. Are there any possibilities that they might go OOB. Read something to that effect on the CYMI board. LSI ceo says recovery in the semi equip sector should begin in the third or fourth quarter of 1999. These are scary times for Semiequip investors or maybe 1990 like buying opportunities. Your input is sincerely appreciated. Prasanna

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