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To: David Aegis who wrote (1555)	3/24/1998 9:39:00 PM
From: FJB	Read Replies (1) \| Respond to of 2946

David, Thanks a lot for your leg-work. RE:0.18 processes I haven't seen any non-SVGL customer announcements in this area - not one. So I agree it's a positive. BTW, you strike me as one of these buy and hold types(like myself). The next time we go to the high-30s, are you going to sell? This current cycle which was based on Korean excess was a contracted one. Do you think the next upturn will be for real and protracted? I guess this depends on Asia/Japan's ability to rectify fundamental economic problems/agendas, but ICs are creeping into every device I touch during the day. Will you try to trade the cycle or buy and hold for the long haul? What are your thoughts in this area? It's very difficult to think about several year investment horizons, when news travels so quickly and hits stocks hard in the age of the internet. Bob