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To: MonsieurGonzo who wrote (3383)	8/5/1998 12:10:00 PM
From: John Harton	Read Replies (1) \| Respond to of 11051

To: M. Gonzo Re: Semi-equips Caution: Speculative Gossip Ahead! FWIW I have a close acquaintance...a very close acquaintance...with whom I sleep...OK she's my wife. She attends the Semi-con West trade show each July in S.F as part of her job. About 5 years ago she returned from Semi-con W. and remarked that AMAT was all over that show like a big dog on a t-bone . I bot AMAT then and have been happy as a clam since. Upon her return from the July 98 show the general (and informal) consensus was that semi-equips return to happy days is 12-18 months out. Also, the least impacted by asian flu was NVLS. Am watching that one but have not bot yet. Perhaps you have a TA opinion on NVLS? -merci John