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To: Dealer who wrote (29879)	8/21/2000 8:57:27 AM
From: Dutch	Respond to of 35685

Semi Update Semiconductor Quarterly Industry Update highlights: The Mid-Cycle Correction is Over 18 August, 2000 Merrill Lynch Global Semiconductor Team Today we are releasing our quarterly industry update. The concerns that underpinned our mid-cycle correction thesis are beginning to dissipate, and semiconductor stocks globally are well below their March highs. We believe that the mid-cycle correction has ended - we would advise investors to begin buying semiconductor more aggressively. Names in the communications-oriented, which include AMCC, Broadcom, PMC Sierra, Transwitch and Vitesse Semiconductor, and foundry businesses are of particular interest to us in the current environment. We would focus investors on names including Texas Instruments, ST Microelectronics, Cypress Semiconductor, Atmel, National Semiconductor, Analog Devices, Taiwan Semiconductor Manufacturing Corp and Chartered Semiconductor. We have also revised our estimate for global revenue growth upwards, from 32% to 40% for 2000 and from 21% to 26% for 2001. Improving pricing underlies our new forecasts. We believe Capital spending relative to forecast revenue and volume in 2000 remains at reasonable to low levels, and we expect a period of sustained pricing strength in the latter half of the year as capacity restrictions really begin to bite.

To: Dealer who wrote (29879)	8/21/2000 9:01:45 AM
From: cowgirl-ona-1eyed-horse	Read Replies (1) \| Respond to of 35685

Hi-dee Ho! Dealer Great mornin' here- very cool (at least cooler than it is in the house), looks like some rain comin' Guess what was playin' when I turned on the Big-Band music channel this AM? 'A Kiss to Build a Dream On', by who else? The great Satchmo!! I think he approves my choice... BTW- when I first started reading the Porch, and I saw your name, I assumed dealer as in cards. Never did I even consider 'another' type of dealer. I suppose I'm still very naive, even at age 49. But that's me! A word is a word. It can be be bad or good depending on how it is spoken and in what context. The horse will know it's a wonderful name by the tone of my voice as I speak to him... by the way I touch him as I say his name. The good feelings that the name invokes in me will transfer to the horse; he'll be listening for me to call his name, know that I am speaking to him, and I'll be speaking it with respect and admiration for the person known as- Satchmo! love, jesse