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To: Fabeyes who wrote (45176)	4/21/1999 7:14:00 AM
From: Earlie	Read Replies (2) \| Respond to of 53903

Fabeyes: This has a vaguely familiar ring to it somehow. (g) I must admit to a tiny grin as I watch this whole semi/PC sector unwinding. In a normal market, the unwinding process would have started well over a year ago, when the evidence of a serious slowing of PC sales growth began to pile up. In this tulip, the lambs have to be hit over the head before they respond. While there may be the occasional rally, the stunning inventory levels and pricing pressures within the industry guarantee a continuation of lousy reported numbers. With the share prices of many involved companies still in the stratosphere, it is starting to become a bears' picnic feast. Roast lamb anyone? A little lean yet in the center for those who prefer their fare well done, but excellent around the periphery. Just a slice or two from the ends for the moment, thank you. As the fire is now well developed, a few more minutes in the flames will ensure more fat dripping into the fire as well as meat cooked to perfection. Ah the value of patience. (g) Best, Earlie