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To: Philip W. Dunton, Jr who wrote (2233)	11/24/1999 10:00:00 PM
From: Demosthenes	Read Replies (1) \| Respond to of 3661

Phil, <<Ian, If this is a 3 year up cycle for the chip equipment sector, I can't buy the theory that the prices of the big caps like AMAT, NVLS, TER and KLAC have peaked for the cycle. Don't get me wrong, I am all for a little rotation to the small caps. I still believe the big caps are just correcting their huge advances, which is normal and healthy. Phil>> I think you are right. The biggies will continue to advance. I'm looking for at least doubles from here for the large caps, and some quadruples in at least a few of the best positioned small caps. I won't be selling anytime soon. D