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To: milo_morai who wrote (103932)	6/4/2000 5:59:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Milo, fine, I'll stay with the gorilla, plus a couple of other leaders in their own right, AMAT and LSI. Actually, the way the overall semiconductor market is continuing to look (great) probably hard to have too much exposure there. Have to go see what got "overcorrected" since March, and has earnings, which are required in this market. Sandisk maybe. Tony

To: milo_morai who wrote (103932)	6/5/2000 12:03:00 AM
From: bigja	Read Replies (1) \| Respond to of 186894

milo - "Raza was a fool. He wanted to sell Dresden (JS didn't). Where is he today? Nowhere big." I think Raza was trying to sell/share part of Dresden and fund more investment in telecom technology which was opposite of Jerry's view. We all know Raza was responsible for the development of Athlon. It will be interesting to see how AMD does without him with their next gen products. I think he is doing quite well as a VC investing almost exclusively in telecom/networking start-ups.