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To: chic_hearne who wrote (19504)	9/19/2000 11:01:28 AM
From: Perspective	Read Replies (4) \| Respond to of 436258

Do you know who is in the silicon wafer business? All I can think of is Wacker-Siltronic. Komatsu? I can't seem to dig up data on either of them. If you are correct about the wafer shortage, their stocks should contradict the activity in MU and the Korean index. I'm very suspicious that we've seen the top in the semi cycle. I know it's very early, but the semi cycle is out of sync with the overall economic cycle, and it can fall prey to macro conditions now that it is so dependent upon consumer spending. BC