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To: Czechsinthemail who wrote (15933)	12/1/1998 4:12:00 PM
From: Andrew Vance	Read Replies (1) of 17305

AV--I am converting via OCR, a commentary that came out of Japan today, preceding Semicon Japan. Bottom line is that the "boys" (investment community) have come out with a very favorable recovery in 1999 with a good pop in the equipment sector. Interestingly enough, they agree with my technology buy scenario vs capacity scenario, see the excess capacity being absorbed in 1999, AND now say the recovery is going to occur in 1999. Funny thing is that the time frame is Q1-99 from some of these guys and Q3-99 by others. If you split the difference, you are precisely at my stake in the ground of Mid year 1999. Gee Whiz, maybe they are reading RadarView<GGG>. Andrew

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