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To: Dr. Bob who wrote (1038)	7/16/1998 10:58:00 PM
From: jeffbas	Respond to of 1279

Nice analysis, Bob. Also don't forget the warning already about the first half of the next fiscal year. We might have to get past the first of those two quarters (ending 10/31/98) before people are willing to look past the second one to better times.

To: Dr. Bob who wrote (1038)	7/17/1998 1:51:00 AM
From: The ChrisMeister	Read Replies (1) \| Respond to of 1279

"- 28 - 40 range is my guess. Someone with guts could probably make some money playing the swings." Robert, I'd say it's been more like 31 1/2 - 36 1/2 recently, and I have been playing it rather successfully so far on about half my position, trading my basis down a couple of points back and forth. Of course once it becomes obvious it no longer works, and I am concerned about getting left behind. The chip companies have been doing pretty good in this market, but not the equipment makers except for AMAT (to my knowledge). This seems backwards and it could change without notice. ChrisMeister