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To: shane forbes who wrote (1733)	6/1/1998 2:05:00 AM
From: Stu	Respond to of 2389

Shane, I agree that the market can often be irrational and that the institutional herd moves pretty quickly. In fact, I would be happy to see a wild down swing in any of the semis right now. That would produce a wonderful buying opportunity. However, I do have doubts that this industry will fare very well with the rest of the world in recession. Can anyone give an opinion on whether or not the US and Europe will be able to sustain the tech sector while Asia and such recover? Although I am bullish, it is hard to be brave in the current environment. Stu