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Technology Stocks : ISSI a great opportunity -- Ignore unavailable to you. Want to Upgrade?

To: John McDonald who wrote (858)	10/20/1999 4:32:00 PM
From: John McDonald	Read Replies (2) \| Respond to of 1058

I just spoke to ISSI's IR person. Again, she reiterated "this is viewed as a bump in the road. Regarding earthquake impact, the upcoming qt report will reflect some delays in shipments from Tiawan, and the current qt will be impacted by the 2 - 3 week down time in Tiawan. However, beyond that things look great; ISSI has plenty of capacity, demand is strong, and pricing" ...well, you know the story. Looks like we are being handed a gift at this juncture (imho).