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To: E_K_S who wrote (21923)	4/16/2000 5:06:00 PM
From: E_K_S	Respond to of 25814

Silicon Foundry Business Set To Boom (04/14/00, 4:29 p.m. ET) Semiconductor Business News (http://www.techweb.com/wire/story/TWB20000414S0013) The silicon foundry business will grow, from $7 billion in revenue to $36 billion, by 2004 as more integrated device manufacturers (IDMs) opt to outsource chip production rather than add wafer-processing capacity, according to a new industry report from International Data Corp. . =========================================================== LSI should get some of this outsourcing business. EKS

To: E_K_S who wrote (21923)	4/16/2000 10:00:00 PM
From: sea_biscuit	Read Replies (3) \| Respond to of 25814

Eric, It is not just Ford (personally, I haven't invested in Ford because of its rather inconsistent dividend record) but a host of the so-called "old economy" companies that stand to gain from the technological advances. I can think of a few right away -- AUD, DBD, FTU, SYY, PG, PEP... As for all the hype about B2B, I think the real winner will be a company that is "downstream" of all this mania -- GWW. Sure it is a company that has been around for decades, but who cares? At least I don't. I believe in paying for the steak, not for the sizzle. For the same reason, I think WMT will be a bigger internet winner than AMZN, and DIS will be a bigger winner than the AOL/Time-Warner combo.