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Politics : Idea Of The Day

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To: IQBAL LATIF who wrote (16413)	1/15/1998 8:27:00 AM
From: Jerry Olson	Read Replies (3) of 50167

Morning Ike Hope your doing well... On INTC, this co is becoming exceedingly agreesive at this time...Both in $1000.00 PC's and Set top Boxes...They are devoloping new chip sets for these products, using KLIC's 8060 Gold Balll Bonder.. They also just annc..they are getting into PC's for Autos, in a big way...I don't think we have to worry about INTC...If someone owns INTC at 68-69, they should hold and be happy IMO... KLIC is the best buy ever right now...Also SVGI is the .25 micron co your are talking about, cash rich and should hit their number... Ike the semis are dirt cheap...They just have 2 Q that will be basically flat, but look out for the second half of 98... Ike go to seminews.com, a terrific site for the sector.. Best Regards, Jerry

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