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To: Dan3 who wrote (128623)	3/1/2001 1:36:02 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Kind of hard to have a recovery when you haven't hit bottom yet. The market fall has to reverberate through the economy to all sectors. Real Estate needs to fall back to levels of a couple years ago, for instance. Bankruptcies, foreclosures etc. It hasn't really begun yet. Lots of people are still oblivious. Give it a few more months... Jim

To: Dan3 who wrote (128623)	3/1/2001 1:41:27 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Blow Hard Dan - Re: "Beginning of recovery? Via chipset sales up 10% in February" Maybe. Look what SIS had to say about chip set sales - and note no mention of AMD !! newsalert.com March 01, 2001 02:45 Taiwan's SIS says sales soar in Feb Jump to first matched term TAIPEI, March 1 (Reuters) - Taiwan microchip maker Silicon Integrated Systems (SIS) said on Thursday the company's initial estimates put February sales at T$856 million, a 70 percent jump from the previous month. February's sales figures also showed a 144 percent rise from the same month in 2000, SIS said in a statement to the Taiwan Stock Exchange. The statement said the rise was due to shipments of new products, including chipsets which help Intel's new Tualatin and Pentium III processors that communicate with the rest of the computer system. SIS's gains come even though most analysts and microchip executives expect a semiconductor industry downturn to last throughout the first quarter and bottom out before the second half of the year.