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To: Andrew Vance who wrote (14983)	7/22/1998 10:32:00 AM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV -- A consummables supplier seems to agree with my assessment. It also appears that they beleive they will see the recovery first due to the nature of their business. Thus, I think I am on the right track with my indicator group. biz.yahoo.com Andrew

To: Andrew Vance who wrote (14983)	7/22/1998 11:09:00 AM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 17305

Andrew: Thanks for the excellent response. Re: "I have a focus list of under 10 stocks that are being charted for early signs of a turn in this sector. It consists of those stocks that may be the first to turn and signal a recovery in the works." I see you have ATMI. What else you got? How about DPMI, PLAB and CYMI? Regarding your comments on PC upgrades and such, I heard a portfolio manager the other day on the tube trying to sell the idea that DD companies were internet companies because you really needed larger and larger drives to store all that good stuff you find on the net. I don't think that argument has worked in the market thus far. What do you think about the idea that die shrinks to .18um by the DRAM boys will merely create further DRAM overcapacity and prolong any recovery in this sector overall?