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To: Hank Stamper who wrote (2831)	10/30/1998 12:10:00 AM
From: Tom Murphy	Respond to of 3696

David...Go back and look at the ratios in the Semiconductor-Equipment report I posted. The ratio's will turn first. The ratio's are still heading down, therefore, no matter what anybody says, this is not the bottom. The numbers don't lie.

To: Hank Stamper who wrote (2831)	10/30/1998 12:18:00 AM
From: the navigator	Read Replies (1) \| Respond to of 3696

Hi David, My reaction to Tom's posts was mostly emotional, nothing too sophisticated. First, I saw phrases like Semiconductor Equipment/Electronics September - Worst Book-to-Bill on Record Message 6205122 and then in the next post, global gloom and doom, Sales slowed in August in all regional markets tracked by the association Message 6205223 and this came right after reading Katherine Derbyshire's (as usual) informative and well thought out assessment of the possibilities. Seeing such negative reports made me feel like we might be nearing the end of the tunnel, and considering the potential is exciting. Message 6202864 Best regards, Jo ps, identifying the bottom is definitely the trick, wish I could! :-)