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To: Ian@SI who wrote (1849)	9/23/1999 9:22:00 PM
From: John Stewart	Read Replies (1) \| Respond to of 3661

Ian; After the worst downturn in semi equip history, I think we may be looking at a 4-5 year upcycle. Best Regards, John Stewart

To: Ian@SI who wrote (1849)	9/24/1999 1:26:00 AM
From: tejek	Read Replies (1) \| Respond to of 3661

In case you can't tell, I think that the Taiwan Earthquake is going to be extraordinarily bullish for some of the equipment companies. Ian RE <<<First the maintenance services in Taiwan will be billable. Second, I believe that fabs will put more urgency on expanding rather than outsourcing - especially to an earthquake prone region. [Oops, isn't that where they built Silicon Valley?]>>> Aren't most of the fabs in earthquake prone areas....Singapore/Malaysia, Taiwan, Korea, Japan, Pacific Northwest. I agree the equipment makers will benefit but how are chipmakers (esp the small ones) going to get around the high cost of building fabs? Isn't that why a lot of companies are fabless? Actually now that I read this post, I like your post and its vision better. Lets hope tomorrow is a better trading day than today. Good luck. ted

To: Ian@SI who wrote (1849)	9/24/1999 5:16:00 PM
From: Philip W. Dunton, Jr	Read Replies (1) \| Respond to of 3661

Ian: <<In case you can't tell, I think that the Taiwan Earthquake is going to be extraordinarily bullish for some of the equipment companies. First the maintenance services in Taiwan will be billable. Second, I believe that fabs will put more urgency on expanding rather than outsourcing - especially to an earthquake prone region. [Oops, isn't that where they built Silicon Valley?]>> If this Taiwan quake is beneficial to the chip manufacturers, the market is showing it in a very sadistic way. Maybe it's a case of throwing the baby out with the bath water. It appeared today that anything remotely related to Taiwan was getting creamed. Well, maybe things will settle down over the weekend and sanity will return next week. It might help if MTSN would put out some sort of press release giving a preliminary assessment of the impact, be it positive or negative. However, they seem to be tongue tied these days. Have a good weekend. Phil