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To: Paul Engel who wrote (94094)12/15/1999 5:05:00 PM
From: Ibexx  Read Replies (1) | Respond to of 186894
 
Paul,

Thanks for the heads up.

I guess Edelstone is okay after all. A born again Christian. <g>

BTW, did he include TXN in his sweeping upgrade of the chip sector? - I recently added significantly to this stock after reading its newly disclosed long-term strategy.

TIA,
Ibexx



To: Paul Engel who wrote (94094)12/15/1999 5:17:00 PM
From: Tony Viola  Respond to of 186894
 
Paul, thanks for bringing in the Edelstone remarks.

Edelstone made these comments in a presentation on many semiconductor companies, in which he
upgraded MANY - Xilinx, ALtera, MicroChip, LSI, Conextant, etc--- due to a very positive outlook for year
2000 and 2001 !!!!


I like to see the LSI in there, and you Xilinx and Altera, I'm sure. We're only in the 2nd or 3rd inning of the current semiconductor boom, I keep hearing Wilf Corrigan and others say. Batter up!

Tony



To: Paul Engel who wrote (94094)12/15/1999 10:30:00 PM
From: Doug M.  Read Replies (1) | Respond to of 186894
 
Paul, thanks for the news.

<Semiconductor Pricing Power was the theme of this presentation>

Out of curiosity, do you know where the presentation was held?

Doug