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To: Scumbria who wrote (30557)	12/10/1998 5:03:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 33344

re:Does one day constitute a trend? No, but it may constitute a reversal . I personally don't want to see a major correction from here in semis since i do have positions in intc and amd. joey

To: Scumbria who wrote (30557)	12/10/1998 10:44:00 PM
From: Paul Engel	Respond to of 33344

Scumbria - Re: ""finished in November with the strongest bookings in 12 months, the company said."" Hallapena tried this ploy last quarter. He tried to fake everyone out saying that ORDERS improved in the last month of last quarter - reported at the last CC - and then orders FELL in the succeeding (middle) month. Seems like the last month of the quarter mysteriously is always "ROBUST" which is reported at the next Conference Call - and suddenly business FALLS dramatically once the CC is over. What a scam. Paul