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To: TREND1 who wrote (24959)	12/9/1997 11:15:00 PM
From: edward miller	Respond to of 53903

Larry, Let's see if anyone else has a comment. My take on this is that they are changing their assumptions, based on the last two years and probably also based on what they expect in the future with the recent changes in currencies, etc. On the other hand it could just be more happy talk about how great the semi industry is (just think how much more you can buy in the future with prices dropping like that - an all the new applications that people can exploit, etc). I really don't know. Ed