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To: Skeeter Bug who wrote (37124)	8/8/1998 1:47:00 PM
From: DJBEINO	Respond to of 53903

Sanford C. Bernstein & Co. Inc. -- The timing of the recovery in the semiconductor industry will be driven by two factors: One is growth in semiconductor capacity; the second is the level and growth of end demand techweb.com

To: Skeeter Bug who wrote (37124)	8/8/1998 8:57:00 PM
From: Thomas G. Busillo	Respond to of 53903

Skeeter, actually, I was wrong. After looking at his report, it appears he was referring to April-May being -13% as opposed to each month. To atone, I am cancelling tonight's festivities and relegating myself to repeat listenings of Yoko Ono Sings the World's Greatest Opera Arias (Vol. II) <g> IMHO, Dataquest's Handy is correct in raising the issue of how sustainable their jumpstart on the PC100 spec chips really is. Given the nature of this market, these brokerage analysts could do a much better job of anticipating reactions by the firm's foreign competitors. Good trading, Tom

To: Skeeter Bug who wrote (37124)	8/8/1998 11:22:00 PM
From: Knighty Tin	Read Replies (2) \| Respond to of 53903

Skeets and All, Eric Savitz in Barron's rips the face off the DRAM bulls. As he states it, their story sounds good about a price recovery until you realize that it is a total fantasy. Gee, where have I heard that before. <G> This DRAM scam was different. It has been almost all PR/BS with little temporary holding back of production or storing of inventory. That means we have to expect it to have a much shorter coattail than the previous two scams. I was thinking mid-October for it to completely fall apart, but now I'm thinking early-September. MB