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To: jeffbas who wrote (1264)6/4/1998 3:16:00 PM
From: Yakov Lurye  Respond to of 2126
 
Jeffrey,

Last time we saw a volume like this on the downside was the day before the bad earnings announcement. Semis in general were holding well today, so my guess is that we may see some bad news posted tomorrow.

As for your question about incremental business, my thoughts are:

1) With current BTB for the semi-equipment manufacturers, any announcements of new orders are positive news.

2) NSM is heavily involved into system on a chip and announced joint plans with WYSE to produce up to 1M "thin client" terminals. Not sure if FUSION is fit to test those - maybe Greg can comment

biz.yahoo.com

regards,

Y.