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To: Jules B. Garfunkel who wrote (105800)	7/19/2000 7:20:28 AM
From: Amy J	Respond to of 186894

OT RE: "You have put in quotation marks several quotes ... originally yours, and were taken from your post to John" Hi Jules, No, those were originally yours, not mine. You wrote: Last week, ...(Jon) predicted the end of the semiconductor boom within six months or so. ... Best Regards, Jules Message 14023527 Whereas, I wrote: I'd be more apt to say Q1-2002 which is after the retail holiday season. Paul, Tony, folks, what's your vote? ...Amy J Message 14017450 So Jules, I never said the s/c boom would end in 6 months (do you really think INTC would be a whopping 50% of my portfolio if I did?). You also wrote: Unlike Amy though, I do fault Jon for not having the facts for not having the facts to support that conclusion. Message 14063405 Contrary to what you think I wrote, I wrote: For the report to be complete, I would need to see a discussion around this (did original demand fall, or did supply overly increase), not just a discussion around the declining prices - why the prices declined is key...Amy J Message 14017336 To get this back on topic, did you listen to the CC and have any comments on it? What are your thoughts? I'll post mine in the next post. Regards, Amy J