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To: Ausdauer who wrote (12665)	7/8/2000 12:00:33 PM
From: TREND1	Read Replies (2) \| Respond to of 60323

Aus As part of my attempt to teach you about the world beyond SNDK (g) Posted on new Hal yahoo club Starting discussion of SSB Report. There are 5 basic parts. This is about the First part only. It is the most important part. I have put a copy of the chart on my web site Here are the main points below: (1)Peak years in capital spending closely correlate with peak years in semiconductor growth. (2) Semiconductor cycles are defined by excess capacity rather than by a fall-off in demand. (3)Peak years in capital spending have correlated closely with 1984 (64% growth of capital spending), 1988 (53%), 1995 (71%), and a short peak in 1997 (32%). (4) Year 2000 started with a forecast of 35% capital spending growth, which was revised upward to the point that we are now anticipating 60% capital spending growth. (5) Current forecast is 35% capex(capital expenditures) growth for next year. (6) Therefore this year is the peak. clubs.yahoo.com Larry Dudash

To: Ausdauer who wrote (12665)	7/8/2000 12:09:29 PM
From: Michael Kim	Respond to of 60323

To all: Been thinking that the worst may be over... 1) We have had a critical mass of very bullish news - i.e., Palm, Tower - that has been going unrewarded. 2) SEG's interest now down under 5% - the impact of this boat anchor has got to be greatly diminished now. 3) From what others have said it seems like Eli does have a practical philosophy of wanting to provide upside surprises. It would have been easy to follow SSTI's lead and do a SNDK preannouncement of their own - hasn't helped SSTI. 4) Evidence: Last weeks' solid performance of SNDK vs. SSTI - could some of the big boyz know something that we don't and are switching their flash money to SNDK? EPS revisions may already be in the works. 5) Haven't picked up Barron's yet, but we all know how Barron's can move the market. Very bullish feelings here - IMHO that we will all be very happy by the end of next week.