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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (4266)	1/1/1998 5:15:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 10921

Robert, I think that for the total year you might be right (I actually have a down turn in the middle six month and a pick up later in the last quarter ending up with a slightly lower total sale this year than last (1997 is forecasted to end with $24.77 B and I see 1998 at about $23 B, still the worst year since 1994, I think). Thje first quarter will be strong (a bunch of orders in the pipe line) but then the B/B is going to go down sharply and possibly get to a lousy .8 or so. That is when I intend to jump back in with both feet. Zeev