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To: Carl R. who wrote (1493)	9/12/1998 4:29:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 3069

Carl, I do not disagree with you, typically, at the end of a bear move you will start and see "future winners" strengthening (my list include also CSCO, CCRD and XIRC ). However, I still think that the scenario of another blood bath within the next six weeks is quite possible, and then we will see the BTB go under 1. Zeev

To: Carl R. who wrote (1493)	9/12/1998 4:44:00 PM
From: Alan Hume	Read Replies (2) \| Respond to of 3069

Hi Carl, I forgot to answer your comments about the agricultural industy. Of course the farmers are getting squeezed, just like every other industry. Either you are fit or your dead. Just like the semicon biz, yield determines life or death. In the farmers case it is tonnage per acre, in the semicon biz it is qty per wafer. Gene enhanced seed is the latest tool to increased yield, if you didn't sow them, then you risk the whims of mother nature. And if you are too small, (just as in the semicon biz) you can't afford the equipment to stay in the next round Regards Alan