A RANDOM WALK ACROSS THE SILLY VALLEY:
WARNING NOT ALL COMPANIES LISTED, DATA MAY NOT BE ACCURATE DO YOUR OWN DD
PG-13 RATED
CO----Q REV---GAIN/LOSS---PER----COMMENTS
--------------------------SHARE
ADPT--181.0------(77.0)--(.68)
ALSC---10.2------(14.7)--(.36)--45 HEAD LAYOFF (30%)
ALTR--160.5-------36.6----.38---30.7 MIL CASH ADD AFT 1.01 MIL SHARE REPURCH FOR 34.7 MIL, 230 MIL SUBORDINATED DEBT CONVERTD TO 9 MIL SHARES COMMON, 20 MIL REDUCTION OF INVENTORIES
AMD---526.5------(64.6)--(.45)--DUMPED IBM FOR MOT FOUNDRY STRATEGY
ATML--288.2------(44.5)--(.44)--70. MIL RESTRUCTURING CHARGE
CRUS--177.9--------0.5----.01---NEW COO RECRUITED FROM ADI
CUBE---82.5-------10.7----.28---REDUCED DEBT BY LT NOTE BUYBACK 19.2 MIL
IDTI--134.5------(50.0)--(.61)--31.1 MIL NON-RECURRING, 400 HEAD LAYOFF OVER SIX MONTHS (8%)
LLTC--132.0-------49.5----.62---Q DIV INCR TO .07, ADDED 71 MIL CASH
LSI---330.0-------32.0----.23---EXPANDED GROSS MARG, Q3 FLAT Q4 UP ACQ AGREEMNT SYMBIOS,INC (760 MIL)
NSM---670.0-----(212.4)-(1.29)--63.8 PRETAX RESTRUCTURE,95.2 EXPENSED IN PROCESS R&D FOR COMCORE SEMI
SIEMENS-------------------------NONPUBLIC, WARNED 760 MIL LOSS YTD
SIII---53.3------(11.6)--(.23)--20% WORK FORCE REDUCTION ACCOMPLISHED
VLSI--137.8--------6.5----.14---.07/SHARE FROM 20% SALE ARM, LTD, PLANNED 190 HEAD REDUCT, MORE THAN 10% SINCE START OF YEAR
XICO---26.8-------(9.2)--(.48)--INVENTORY WRITEDOWN 2.07 MIL, FOUNDRY COMMIT TO YAMAHA
XLNX--151.6-------27.0----.35---2.6 MIL LOSS ABSORBED JOINT VENT WITH UMC
ZRAN----7.1-------(1.0)--(.09)
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