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To: Rosemary who wrote (28092)	1/21/1998 12:52:00 PM
From: kemble s. matter	Respond to of 176387

Rosemary, Hi!!! <<<notice how much time is spent on the negative?...>>> Absolutely.....CNBC used to be a fair and valuable source of info....I am amazed at the total turn around....yes, Asia is a factor...but, have you noticed only a trickle of observations have been on that speak absolutely positive about future returns...the near term situation has been exploited with a negative twist. Just this morning they had one guy on (missed his name or firm) that sounded very positive...he even repeated himself a few times about the second half of the year with regards to the PC upgrades because of newer technology making current systems obsolete...Tremendously bullish sentiment going forward for the sector...How refreshing that was to hear...and then Pissanti was on moments later...How, wholeheartedly I agree with you! Best, Kemble