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To: Estephen who wrote (7849)	10/4/1998 12:14:00 AM
From: wily	Respond to of 93625

Steve, thanks. You must have been saving that link or how would you have found it from a year ago? Looks like the story hasn't changed at all in that time! I'm going to give it a careful read tomorrow. Regarding REH's table: I took another look at it and figured out both problems. The columns labeled P/E1, P/E2, etc. are not P/E=1, P/E=2, but, rather, P/E#1,...and in the next row down there is a P/E value for that column to multiply by the various EPS'. Looked at that way, the numbers work, but the P/E's represent a company that is still growing and are on the optimistic side to over-the top (not that it couldn't happen). And as for the two semi scenarios, I take it one is for logic and one is for DRAM, or something like that--I still need some clarification... wily