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To: Trader X who wrote (12219)	2/19/1998 4:41:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--Gee, I wonder what these guys had to say?? Hm!!! SEMInvest '98 Panel 2/18 on the Semiconductor Industry - 2/19/98 New York, Feb. 18, 1998 (B) -- Willem Maeris, chief executive of ASM Lithography moderates a panel discussion on the semiconductor industry at SEMInvest '98. Panelists are: Gnnar Miller of PaineWobber, Edward White of Lehman Brothers, Elliott Rogers of Deutsche Morgan Grenfell, Jonathan Joseph of NationsBanc Montgomery Securities and Jay Deahna of Morgan Stanley Dean Witter. 01:56 Introduction of panelists; Maris' opening remarks 01;48 Joseph: the performance of the semiconductor industry 02:11 Deahna; the outlook for semiconductor stocks 02:01 Miller: outlook for the semiconductor sector, Asia's impact 02:19 White's forecast for the semiconductor sector through 1998 02:14 Rogers: industry prices, orders in 1998, industry margins 03:10 Joseph: DRAM prices and industry capital spending 02:18 Deahna: the, Impact of Asia's cash crunch on he industry 02:33 Miller: chip production technology in Asia, Korean problems 01:49 Miller: the Korean industry's financing challenges,, 04:31 Maris, Deahna, Rogers: Korean financing and investment 03:07 Miller, Deahna, White: Korean borrowing, capital-spending 04:07 White, Rogers: outlook for Taiwanese. Japanese industries 05:25 Deahna: Rogers: outlook for 300 millimeter wafers

To: Trader X who wrote (12219)	2/19/1998 5:03:00 PM
From: Judy	Read Replies (1) \| Respond to of 17305

Kevin, I hear you and agree technically. BUT market sentiment and liquidity can turn the trend on a dime. Recall a month ago that INTC and TXN looked like they would fall off a cliff, and then whoosh the funds came rushing back in. Did the fundamentals change for INTC or TXN in a months time? Heck no, just the market's risk tolerance. Bottom line is that I'd like to be on board for the rush, and my sense is that the retrace down will be slight. Have to mull over the likelihood of missing the rush for a better entry point.