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To: Carl Held who wrote (41237)	12/4/1998 10:47:00 PM
From: Carl R.	Read Replies (1) \| Respond to of 53903

Thanks for the Fleckenstein piece. The first piece was actually about MUEI, not MU, but this one is about MU. It does really clarify the issue. The market is now anticipating a large Y2K effect on hardware in the first half of 1999, much as I have been predicting on this and other threads for the last several months, a prediction that has been very good to me. Now the question is whether the prediction itself is actually good. <VBG> If there is not a huge boom in equipment sales due to Y2K these semi stocks will all plummet soon. If the demand happens, they will probably continue to rise for awhile, then fall starting next spring some time when the market realizes that there will be a yo-yo effect and that hardware sales will plummet later. The computer makers are apparently building a lot of computers in anticipation of huge demand. Now will the demand come? Will the computers move? I think they will, but time will tell. Carl