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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (3402)	2/22/1999 2:22:00 PM
From: C_Johnson	Read Replies (3) of 15132

Hello Justa, There is one other place where you can get a complete SEMInvest '99 writeup - infras.com Yes, we are in the business of selling this material so you have to pay to get the issue. It should be out later this week. Our SEMInvest writeup will be similar to the writeup we did on the ISS Conference in January issue of the Monthly Letter. What did you think about the comments Ali Irani made about Samsung's DRAM cost structure? Also, there is a shortened version (22 out of 130 slides) from the tutorial we gave at the opening of SEMInvest '99 available at this URL: infras.com The tutorial slides are free. Regards, Carl infras.com

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