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To: Tony Viola who wrote (18749)	6/9/1999 12:01:00 PM
From: Moonray	Read Replies (1) \| Respond to of 25814

Tony, on a day when LSI hits 2-year highs, it was hard to believe that SOMEONE wasn't out there lurking.<g> o~~~ O

To: Tony Viola who wrote (18749)	6/9/1999 12:29:00 PM
From: E. Graphs	Read Replies (1) \| Respond to of 25814

Uh-oh! That's it.......I'm going for a ride on my bike now, far far away. <g> Continued good luck all!

To: Tony Viola who wrote (18749)	6/9/1999 1:27:00 PM
From: patrick tang	Respond to of 25814

If INTC can show this Q that they can make money on Celeron A and all the semi houses start to show profits too, SOX & LSI & INTC and all other IP semis should do very well by the end of July. If I were to be betting on it, I'll bet that Intel CAN make money on Celeron A. Celeron A 466/433mHz at $145/$125 should be good enough ASP for Intel. Not great, but good enough. K6-2 450 at $97 is deadly for AMD however. I also can't see how AMD can talk their way to 300mm. Had to sell Vantis to get Dresden up and running, what else can they sell off for 300mm - flash perhaps? I won't bet on K7 for now - die size too big at 0.25um? By the time they have it down to 0.18um, Coppermine will be out too? patrick