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To: Moonray who wrote (12557)	5/20/1998 4:32:00 PM
From: shane forbes	Read Replies (2) of 25814

Yup! This is a gradual whittling away of any n/t confidence. Of the casualties so far, roughly in chronological disaster: INTC - KABOOM! - $1,000 PCs + product transition + inventory catch-up MOT - BOOM! - the perpetual chicken running around with its head cut-off NSM - DOUBLE KABOOM! - Cyrix and die ADI - KABOOM! - surprised me with extent of negative surprise - industrial? problems (hoping not) - generic producer but analog is all over the place, DSP and analog strong I think so not sure what happened - could GM be a problem there too. (AMD always KABOOM) (MU - GLUT KABOOM) TXN - partial DRAM BOOM - rest might be ok+ CRUS - company reinvention don't expect much but seems to be getting better - ok? n/t but still heavily PC related ATML - company reinvention - ok+ n/t but SEA connection ---- and that leaves the only other 1 billion in sales semi not reporting any boom, kaboom etc and in fact is saying business is "fine thank-you" - business is "good". ----- Like I said like holding a stick of dynamite while everyone around you (PC/commodity) is exploding. ----- Kurlak's happy. ----- Though ADI earnings negative surprise threw me I'm not surprised - I got out awhile back at 34 - believing my own "commodity" vs. "specialized" theory. ----- Shane. (cycling was great today)

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