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To: JakeStraw who wrote (535)	11/20/1998 3:32:00 PM
From: Ian@SI	Read Replies (1) of 1214

JG, Yes, I've read that article on several threads... Chip Gear Stocks Rising Too Fast (11/19/98, 7:18 p.m. ET) By Staff, Semiconductor Business News Note the date. Note also that they quoted a Needham and Company Analyst. Then also note that Needham and Company raised AMAT and other equipment companies to BUY from Hold today. Hey, everyone's allowed to change their mind. I know that I do. Ian.

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