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To: Nemer who wrote (22436)	3/13/2000 8:21:00 AM
From: Beachside Bill	Respond to of 53068

Nemer, we finished COMDEX, no more news, we have internet tax issues starting. Chips? I think chains and whips, but to most AMAT at180. This may not be the top but by August I bet I could go long cheaper. They are hurtin in Austin. Big benifits and can't find the labor. They are scraping the bottom of the barrel and it will hurt them when they can't hide it in the financials..JMO