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To: Sonny McWilliams who wrote (18641)	3/24/1998 4:04:00 PM
From: AK2004	Read Replies (1) \| Respond to of 27012

Sonny below is some recent analysts thoughts. So it might get better but again it would take some time before..... 06:39pm EST 23-Mar-98 ABN AMRO (David Wu, CFA 415/983-2916) INTC CPQ NVLS AMAT Semiconductors - 1999 Boom Year Ahead! 1999 Boom Year Ahead! ABN AMRO -- Research Notes Subject: Semiconductors, Semiconductor Equipment ........ =============================================================================== Date: March 24, 1998 ------------------------------------------------------------------------------- Highlights: * Semiconductor growth is estimated at 7% in 1998 and 24% in 1999, with the biggest swing in memory chips. * Semiconductor capital spending is estimated at down 10% in 1998 but up 15% in 1999. Wafer fab equipment is estimated at off 5% in 1998 and up 18% in 1999. * We believe a swing from over-capacity to under-capacity by 2H99 will shift investment choices from the more stable analog IC and photomask suppliers to the more cyclical IC companies and the semiconductor capital equipment suppliers. .......

To: Sonny McWilliams who wrote (18641)	3/24/1998 5:07:00 PM
From: Ann Janssen	Read Replies (1) \| Respond to of 27012

Good Evening Sonny, Hope you had a nice day. Sheesh, We just can't win with our ADIC. It was around 17ish now back into the 16's. Maybe we should stop talking about it for a couple of days. <GGG> Well Now I've got 2 to figure out what to do with. SWW hit 12 and ORCL hit 30. Decisions, Decisions.. Hold and be greedy or sell and buy something else. What to buy is the next problem. Yes I want some MRK but that's a long term one I need some Idea's, got any?? I missed the boat on FDC too. You know, story of my life, watch them go up, buy them and watch them go down. <GG> Have a great evening!!! Take Care Ann