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To: Bipin Prasad who wrote (37598)	8/18/1998 1:14:00 PM
From: DJBEINO	Read Replies (1) \| Respond to of 53903

Toshiba (6502) To Reduce DRAM Production; Shift To Higher-Margin Chips

To: Bipin Prasad who wrote (37598)	8/18/1998 2:37:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 53903

insook-- well, lets just say i am leaning toward neutral. and yes, it was jerry. no offense to anyone else here, but jerry has a track record. i just wish he would post more often<G>. however, i did buy the puts, which is starting to look like a good decision. will probably sell them manana. CPQ is giving me fits!its just like the last few weeks, only this time its 37 instead of 36 that is giving us trouble. i wish it would just push on through. one last thing...what do you guys think about the semi equip companies? it looks to me like they, or at least AMAT, have not been beaten down enough. good luck to all, trey