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To: John Pitera who wrote (20032)	2/17/1999 12:21:00 PM
From: yard_man	Read Replies (1) \| Respond to of 86076

NVLS and AMAT command mulitples like there is a real turnaround in the chip biz, while one of the biggest consumers of said chips -- the PC biz -- is on the decline and revenues for the semi equips are still only half of what they were last year. I guess there is some logic to it. PC margins are getting hurt so chip prices must be firming implying new investment might be made -- but that's not very deep and I'm sure the price rises in chips are very temporary (sure hope this is recognized soon, though.) How bout POC for the ones that behave? -- CDWC is working out pretty good in this regard -- a little bit here -- a little bit there. If somebody would just buy them all on this thread they would tank hard. I would be grateful if you would step up to the plate and help us all out ... <ng>