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To: E. Graphs who wrote (15536)	10/8/1998 3:53:00 PM
From: G. H.	Respond to of 25814

On watch, sure why not. 1. CPQ 2. ADI 3. CUBE 4 ATML / I already own this one In the oil services : / Longer term here 1 GLM 2 PDE And of course our own LSI Henry

To: E. Graphs who wrote (15536)	10/8/1998 4:01:00 PM
From: patrick tang	Respond to of 25814

Interesting read on world economy, but not for the faint hearted or sensitive type: Message 5958918 When we come out of this recession, I think semis will lead it out. Luckily, for semis the obsolescence is built in. A factory is only good for 4 years or so. In year 5, no matter what the wafer cost is, just can't build the 'in' stuff anymore. And year 5 is right around with corner with sub-0.25um. patrick