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To: LLCF who wrote (1496)	3/11/1998 9:34:00 PM
From: Juniper	Respond to of 2946

Hilarious - I needed a laugh on this stock. And yes I remember the CC with Papken saying the customers want machines and so the backlog is unimportant. Yeah, sure, it doesn't matter if anyone buys or orders- These people who care about simple economic principles have a complete misunderstanding of how this industry operates. It's good feelings that count. HAHA. I still have faith- blind faith(?). I couldn't bring myself to sell close to book value and on bad news, though maybe I should. Truth be told I expect we'll be seeing a whole lot more of these announcements for semis and semiequips. It may be that the Asian flu is far from cured. But I have no idea what to do even if this is true. The last round was actually called a good thing because it's helping to fight inflation. If I had a clue I'd probably be a millionaire.