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To: Moonray who wrote (20382)	10/22/1999 12:25:00 PM
From: Tony Viola	Read Replies (1) of 25814

Moonray, I saw Corrigan also. Maybe nothing new, but FWIW: - reiterated that we're in the first year of a three year upcycle. - question re what's hot...DVD, what? He said all 6 product categories are hot because the whole industry is back on. Wouldn't single out any one product. - guiding for 6 to 8 percent sequential growth 4Q over 3Q. - ASICs? LSI #1, focuses on major companies. Does custom so not caught up in low priced commodities. - Y2K? Like you said, he said zero while shaking his head. Almost expected him to say IBwho? All positive, like you said and nothing new, but doesn't hurt to reiterate. Also, I didn't listen to the cc. Tony

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