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To: Moonray who wrote (12598)	5/23/1998 7:15:00 PM
From: Mang Cheng	Read Replies (2) \| Respond to of 25814

Moonray, do you know of any site that give free point-and-figure charts ?? The chance for a semi melt-down now is not as high as the author indicated IMO. There are really nothing new that the market don't know since last October. But it's absolutely vital for the semis to hold at this level - then a two year amazing uptrend will still be intact. As soon as intel rebounds a bit, we should be OK. Mang

To: Moonray who wrote (12598)	5/25/1998 7:13:00 PM
From: E. Graphs	Respond to of 25814

Moonray, Thanks....good input on that thread. SOX is neither here nor there at the moment imo.......can go either way. E

To: Moonray who wrote (12598)	5/26/1998 4:44:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 25814

FWIW (Briefing has now (in the last few weeks) (finally) become bearish on semi-equips - I think since early this year they had been saying that the semis were going down but the semi-equips were poised to recover blah blah blah...) ---- The best thing to be said about the chip sector's performance Friday was that the declines were mostly fractional... Whereas the group had been leading tech retreat in past several weeks, Friday's limited damage in an otherwise bleak session suggests that industry is nearing a trading bottom... Rebound candidates include LSI, Texas Instruments, Motorola and Atmel. Semiconductor Equipment Brief: No good news here... Industry remains on the tech sector's worst performers as earnings picture still clouded by the ongoing Asian crisis... Fears of a PC slowdown also weighing on group... CFM wasn't able to rally in response to its earnings (results in line with warning but well below year ago period)... Only good news ahead for this group is valuations, and given the poor earnings outlook for at least the next few months we don't think the component issues have touched bottom quite yet. ---- shane.