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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (4691)	4/23/1999 3:21:00 PM
From: Math Junkie	Read Replies (2) of 15132

Thanks for the analysis. I know that SVGI and other small caps in the sector were late to the party in the last upcycle, so I don't expect this cycle to be different in that regard. On the other hand, that was the largest percentage increase in bookings we have seen so far in this industry. As for DRAM pricing, I don't follow it closely, so will defer to Ian on that. Katherine might have some insights on that as well, and of course our beloved Skeeter would be happy to inform us "monkeys with buy buttons" that the entire technology industry is going down the tubes. <G>

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