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To: Kathleen capps who wrote (27483)	1/31/1998 1:43:00 AM
From: HPilot	Respond to of 53903

Something I don't get. If the price dropped because of dumping inventory on the spot market. Why do they consider the rise artificial? Wasn't it the fall in price that was artificial? The rise in price was a correction. Should it not end up about where it started?

To: Kathleen capps who wrote (27483)	2/1/1998 12:29:00 AM
From: Earlie	Read Replies (1) \| Respond to of 53903

Kathleen: Thanks for your frequent posting of TK's comments. It's appreciated. Some interesting quotes in TK-Merrill commentary. Some of then sound vaguely familiar (g) Loved the revelation that there is a slowdown in the sales of the products that soak up semis. And there's a world-wide slowdown? ...what's this all about? And then he talks of minimal decline in Asian capacity utilization Have to disagree with his assertion that the Asians cleared their inventories in this last buying spree.....there's still plenty currently available, which accounts for the current equilibrium. Best, Earlie.