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To: John Stewart who wrote (3079)	10/7/2000 7:28:02 AM
From: Q.	Respond to of 3661

The best time to buy semi equips is when they look like value stocks. Especially when there is panic. That's the time to really back up the truck. Right now, the value is pretty good, but there's no panic. Doesn't mean there will be panic soon, though. BTW, for a long-term perspective, we're below the 13.50 where Mr. Denaro bought his stock, when he started this thread Feb. 1996. If he held his shares, he was underwater for > 3 years, breaking even only a year ago. Over the last 12 mos. he would have been in the black, but now he's back in the red.

To: John Stewart who wrote (3079)	10/10/2000 11:27:57 AM
From: Philip W. Dunton, Jr	Read Replies (1) \| Respond to of 3661

John S. I just stuck my toe in the water the other day with a small mtsn purchase. At this point, I am not even sure 12 will hold. Phil

To: John Stewart who wrote (3079)	10/12/2000 2:21:10 PM
From: LemurHouse	Read Replies (3) \| Respond to of 3661

Question for John and the thread: has the company given any guidance re effect of the share price on the merger? I seem to recall a share price of $20 as one of the necessary conditions. I saw their recent reiteration of their commitment to the deal, but its not clear to me how they would address the share price issue. Certainly not w/cash? Has anyone on the thread projected the numbers on this? Granted, we'd get a short term pop if the deal fell through, but I believe that the merger is in fact in the best interests of the company, and I'd be disappointed to see it fall apart, assuming that it can still be done without too many contortions. God knows I own plenty of this already, but at this level I can't help thinking about buying even more. All comments welcome. Cheers.