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To: FJB who wrote (1858)	9/28/1998 8:14:00 PM
From: david alexander	Respond to of 2946

Bob, I've said before that this seems like an incredible potential to pick up for this price. I have continued to pour money into the semis until my teeth hurt. So far it has been a disappointment. However, the industry remains a critical international industry and will turn eventually. When it does it will be sharply and swiftly. I want to be on-board when it comes and I think the downside is virtually zip to SVGI.