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To: Dan Spillane who wrote (17762)	11/5/2000 2:10:40 PM
From: Dan Spillane	Read Replies (1) \| Respond to of 275872

Actually here is a better chart over a longer term (^TWII vs. ^SOXX)...seems to point to a financial collapse in asia related to semis (98)...later followed by strong semi profits...later followed by another collapse...(followed by another series of strong profits?) finance.yahoo.com Message 14730741

To: Dan Spillane who wrote (17762)	11/6/2000 5:14:05 PM
From: Charles R	Respond to of 275872

Dan, <Yes, there was a midterm correction in semis...an overcorrection that does not jive with the future demand picture. > I think the correction on the equipment side is justified and probably there is still some more to go. On the chip side too the correction is justified - not because it is the top of the cycle but because valuations were out of line. SOme companies still have absurd valuations. <This does not jive with the recent Intel nor SIA assurance...nor the other 2001 demand factors.> I agree with the SIA part but I am not sure why Intel's assurance is meaningful! 10% growth in core business and 50% growth in other businesses, financed by acquisitions, does not justify current Intel valuation. One thing to watch - The SIA guys might bw the last to see a real correction! Chuck