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Strategies & Market Trends : Waiting for the big Kahuna

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To: bobby beara who wrote (19532)	5/31/1998 2:10:00 AM
From: robert b furman	Read Replies (1) of 94695

Man I Hope You Are Right About The 30's.Been Busy Running At The Fingers As You Issued Your Post.Basically Agree - However I think All Of 97 And 98 Looks More Like Consolidation Than Distribution. Don't Think INTC Needs Indonesia Japan or Russia - Good old North America South America And Much Better Europe Will Be Just Fine. Well Capitalized Co. Like Intel Can Enhance Margins By 300mm Silicon Wafers (More Efficient) - Virtual Human Free Clean Rooms With All Processes Contained In Pods (Asyt Pria) - .18 And .25 Micron width lines resulting in smaller chips(like novellus has already shipped)and possible use of copper instead of aluminum to make faster and less power needy - all can provide savings and consumer preference. We are just beginning a long road to universal use of electronics globally.As these products get cheaper perhaps even the poor in countries where corruption has squandered their assets and devalued their currencies can afford them. The cheaper the better - the more universally needed and the bigger the demand.All of This Will Greatly Reward the efficient Leaders. I Just Hope It Never Smooths out .Because These Peaks And Valleys Are Really Wonderful When You Catch Them Right. By The Way - Kudos On Your Great Call Last Week ? (Maybe two Weeks)About the Bull Still Being Alive. It Does Feel Like Being On Top Of The World When You Catch The Wave All Of The Above Entered For The Profitable Trading of All! IMHO and BWDIK and Any Thing Else Bill Hasn't Graciously Pointed Out To Me Thanks For The Post Bob

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