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To: DJBEINO who wrote (50678)3/8/2000 11:49:00 AM
From: Rob S.  Respond to of 53903
 
Thanks. Yes, semi sales are very robust this quarter. In fact, they exceed the underlying growth in finished goods of electronics products. Hmmm . . . somewhat like the 80's boom and bust cycle when double ordering ahead of end user demand temporarily inflated the semis. I think the long term trend for the next 3-5 years is bullish but that we will see a short-term correction by this summer that will shock many investors.