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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (71634)	12/9/1999 7:40:00 PM
From: Don Lloyd	Read Replies (1) \| Respond to of 132070

MB - ebnonline.com Oct. SEMI sales "...Beating even the most bullish predictions, the worldwide semiconductor industry zoomed to sales of $13.4 billion in October, breaking the record $13.19 billion single-month mark set in November 1995, the Semiconductor Industry Association (SIA) reported today...." Adjusted for inflation, and for the price of gold, monthly semiconductor sales are still below the levels of the late 1400's when semiconductors were produced by the extended salt water and sand immersion of silver wafers. Comparisons are difficult to make because of variations in Revenue recognition policies over the 400 year process cycle. -g- Regards, Don

To: Knighty Tin who wrote (71634)	12/9/1999 9:47:00 PM
From: DJessen33	Read Replies (1) \| Respond to of 132070

Efficient Markets: Message 12240478 BTW, what do you think of BHI? I know you have liked them in the past. I picked up a third of them today on the cheap. Up sweet, already! I seem to be moving long into the energy sector with third positions in BR and BHI with a 2/3 position in MDR... DJessen33