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To: Moonray who wrote (20522)11/2/1999 4:39:00 PM
From: patrick tang  Respond to of 25814
 
IPs and chips are in again, look at STM go today, up 10%. ADI also moving up in tandem with chips. I still look forward to LSI separating from the pack and moving up. Probably have to wait a few more quarters for that while Wilf builds his credibility again.

patrick

PS, 24% sales surge in Sept! So much for Taiwan earthquakes.



To: Moonray who wrote (20522)11/2/1999 4:45:00 PM
From: patrick tang  Respond to of 25814
 
On with the chip recovery. Now, for another repeat performance:

finance.yahoo.com

patrick



To: Moonray who wrote (20522)11/2/1999 4:54:00 PM
From: patrick tang  Respond to of 25814
 
Internet as the silicon driver:

techweb.com

patrick



To: Moonray who wrote (20522)11/2/1999 4:55:00 PM
From: patrick tang  Respond to of 25814
 
So that's why STM moved up 11% today? Can you imagine the silicon infracture needed to support this beast:

techweb.com

patrick


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