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To: mister topes who wrote (7818)	8/17/1999 12:01:00 PM
From: Investor2	Respond to of 15132

Re: "When the tide finally turns those with the mindset of marc ultra will be few and far between." Oh, let's just call a spade a spade. Instead of saying "those with the mindset of marc ultra," let's just say, "the bears." <ggg> Best wishes, I2

To: mister topes who wrote (7818)	8/17/1999 6:03:00 PM
From: Math Junkie	Respond to of 15132

Here's an update on semiconductor equipment valuations: beta.siliconinvestor.com The valuations based on 2000 earnings don't look too bad compared to the S&P, but as we all know, there is no guarantee that the S&P will stay up.