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To: Raptech who wrote (5686)	9/15/1998 11:02:00 PM
From: Smilodon	Read Replies (1) \| Respond to of 7841

CHS Electronics once again said hard drive supply is tight. At the Montgomery Securities conference, CHS once again said hard drives are improving. They are short of supply of some models and have had suppliers contact them to buy back inventory. They did not detail which segments are tight. KLIC (Semi-cap equipment) said they were seeing good demand for equipment and materials from the DD industry in a conference call last week. If the business isn't really turning, it is making a great head fake. Regards, Archer

To: Raptech who wrote (5686)	9/16/1998 11:26:00 AM
From: William Epstein	Read Replies (1) \| Respond to of 7841

Raptech; I may have to give up the effort to register under the new name, anyway since the webmaster doesn't respond. I never liked my real name but you are right, my mother wouldn't like the new name. The news is confusing. On the one hand we are told of a glut and on the other that a shortage is developing. As I have said, I don't trust media sources unless I can verify their stories (a good rule for any media story) because they are not always accurate and they do exaggerate. In particular, I have been mislead by CNBC before. Also, about 5 years ago they kicked a columnist off the air when they found that he was profiting by his misleading opinions and stories. This may not be their fault but it is a good example of some of the financial media's problems. I don't base investment decisions on anything they report although, they can spur interest. Let us wait and and see. We really don't have any idea as to what their market is like at the moment. William Epstein/PHOTOMAN