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To: Grand Poobah who wrote (14898)	9/11/1998 12:12:00 AM
From: shane forbes	Read Replies (2) \| Respond to of 25814

GP: I was "walking down the aisles" at Amazon.com and spotted this one - it looks like it will do as a good intro. to the naively blissfully communications protocol unaware people like myself: (telecom book) amazon.com and this one looks good too though it may be soporofic: amazon.com Also I looked at a recent SubMicron Systems' release (this could be one of the equips who might not make it based on cash flow and the size of current Q losses) and see what they say about the industry's prospects of a recovery: "I don't see it [industry recovery] happening in 1999. I see 1999 remaining at current levels; maybe by mid-year 2000, we will see people turning projects back on and adding capacity, and by the end of the year 2000, the semiconductor industry turning up", says Mr. Ferran [CEO]. Well that is about what those stocks seem to be saying - in which case it is going to be a long fall/winter/spring/summer/fall/winter/spring for that sector.<g> But who cares Friday should be up. Shane (they keep pushing the recovery thing farther and farther back like the Energizer Bunny in reverse... <g>)