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To: shane forbes who wrote (12402)	5/15/1998 11:19:00 AM
From: shane forbes	Read Replies (2) \| Respond to of 25814

TSO: Again l/t! Check out 5430 and 5431 on the semi-equip BLOOD threads courtesy of Toby. Two fairly dismal sector forecasts. Nothing I see to change my i/t business conditions (yacking since mid-Feb and before) really really poor for semi-equips (overall). Your players look good. I know SVGI is now officially under book. FSII is pretty much there and has been there for awhile. When SVGI gets to 15 - I know we have hit bottom on the stock prices - they may sit there for awhile though. (As you suggest AMAT is truly a phenomenal company. Though I still think it should go down man do I admire Morgan and his Merry Men and Women!)

To: shane forbes who wrote (12402)	5/15/1998 11:32:00 AM
From: shane forbes	Read Replies (3) \| Respond to of 25814

Bought in again (23 1/4) - very heavy big boy selling today? - options related? Shane (Putting my money where my mouth is - now 10% of portfolio is LSI)