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To: Janice Shell who wrote (1831)	12/2/1997 2:37:00 PM
From: Joseph G.	Read Replies (2) \| Respond to of 2563

J, The idea is that you've got to look from the other end. Look from final chip demand - which is 1/2 PCs, etc. Final demand is insuficient (less than expected) to keep prices from plunging, since planned for production was planned to satisfy final demand that's not quite there. If final demand picks fast, no big deal, if it does not, then big deal. Cause even now, despite much higher stock prices, the respective industries are not doing much better than 1 1/2 years ago. Some Cos. do better (Dell business is up X2, but staock price is up X6), but on the average, not good enough. J+

To: Janice Shell who wrote (1831)	12/2/1997 8:43:00 PM
From: Joseph G.	Read Replies (2) \| Respond to of 2563

J, Worse than it was painted: iht.com One above is on Russia. J+

To: Janice Shell who wrote (1831)	12/2/1997 8:52:00 PM
From: John H.	Respond to of 2563

J, Re: Astriko's latest hedge. It's not quite taht good, as they don't move much volume. Somebody moved 17 contracts yesterday, but I don't know why it didn't affect the imbalance. Perhaps the Maker expects this company to tank hard. Still, even at 10-20 contracts, it's better tahn a poke in the eye with a LEAF! j