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To: M. who wrote (20004)	9/22/1999 2:52:00 PM
From: Tony Viola	Respond to of 25814

M., One more thought. With Asia just starting to come back and Europe doing well, how can the end be near? I agree. Three pretty fair country CEO's all showed slides depicting >20% growth per year for the industry into even 2002. They were Wilf, Craig Barrett of Intel and James Morgan of Applied Materials. This was this spring at their respective stockholders meetings, all of which I attended. I'm holding onto all three of those, baby. Tony p.s., I might add that all three of those CEOs are typically pretty conservative.