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To: Tim MacLean who wrote (329)	12/16/1997 3:01:00 AM
From: capitalistbeatnik	Respond to of 1138

The Dallas Cowboys are not a Super Bowl team this year. I'd go with Kansas City, Pittsburgh, S.F. or Green Bay. See. That's what it takes to be an analyst. After something is obvious to a complete moron, and the downside has been fully realized, restate it as your professional opinion. Now where's my high six figure salary for that insight?

To: Tim MacLean who wrote (329)	12/16/1997 11:33:00 AM
From: Joe Tokarz	Read Replies (1) \| Respond to of 1138

I just don't know whether this is all over with. The Far East 'situation' still looms on the horizon. Back in '96, most companies never predicted the oversupply of DRAM's which resulted in the sell-off (read: BARGAINS) of the semi-equips. At that time, the whole group was taken out and shot! Most if not all sold near or below BV. Although I like this sector in the long-term, BRKS included, there is still alot of uncertainty around. I just don't think that this is all over with...you can't turn a tanker on a dime, it takes time. Just my 2 cents. Joe