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To: Q. who wrote (2420)	1/13/2000 6:01:00 PM
From: John Stewart	Read Replies (1) \| Respond to of 3661

John; I agree. We are on the eventual path towards overbuilding. Before that happens, we must overspend though :') I'm afraid that the industries to be hardest hit in the next downturn will be foundries and memory. This is where MTSN's growth is and will be. I plan to sell before the top and buy again near the next bottom. The bottom price will be 1/4 of the peak, so I have a little room. Only time will tell if I'm close to that :') Best Regards, John Stewart