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To: shane forbes who wrote (8220)	12/9/1997 5:20:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 25814

OWW, Please don't send your best posts to Shane...sometimes he doesn't pass them on!! <g> I like your "stretch"!! And while I was tracing your thinking, and tacking back your links I noticed this one:http://www.techweb.com/investor/story/INV19971203S0003 If capital spending by the chip makers in North America is "surging", and declining in Asia.....well, heck, that isn't such a big "stretch" after all in your post. <g> Love it.. Have some semis in the portfolio over the next couple of years, and make sure they aren't Korean! TSO OLE!!