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To: GVTucker who wrote (105778)	7/18/2000 9:33:17 AM
From: Amy J	Respond to of 186894

RE: "Note that Joseph specifically singled out Intel as probably not being affected by his admittedly product-specific data. Intel wasn't downgraded, and he made of point of stating that Intel should be bought if it got caught in the downdraft. Not a bad call when you look at it that way. Joseph only downgraded 4 stocks in his call--AMD, NSM, TXN, and SSTI. It was all the panic stricken mutual fund managers who extrapolated the call into an assault on the entire group. " =============== Hi GV, Very true, and it was very good how he focused on the 4 stocks which it appears would be impacted the most by a fall off in TCs. It's interesting to learn how the MFs thought that translated into the entire semi biz. However, a semi report also needs to cover an overall analysis of Caps, like ceramic caps and cap reduction designs, so a conclusion is certain. Btw, why do you say it was a good call on hindsight? I don't follow the 4 stocks which were mentioned. What happened that makes you say it was a good call? What news is out? Regards, Amy J PS However, I continue to disagree with his final call. I think the market is still strong and will continue to be strong for quite some time. While I greatly appreciate that he identified a market shift (price shift in TCs), I think more analysis on caps was needed. I think 9 months is more than enough time for folks to replace TCs and for new suppliers to come on-line. I think the underlying conclusion is incorrect due to a lack of complete cap analysis. However, I am very encouraged to hear an analyst at least mention caps in a report (this seemed to be missing by several analysts last year). So, I'll give him a lot of credit for at least identifying a significant shift in pricing. I think folks need to give him credit where credit is due because we need more analysts who are at least willing to provide information regarding caps because this is important to investors.

To: GVTucker who wrote (105778)	7/18/2000 3:07:59 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

GV - Re: "Joseph only downgraded 4 stocks in his call--AMD, NSM, TXN, and SSTI. It was all the panic stricken mutual fund managers who extrapolated the call into an assault on the entire group. " I agree with the latter part - it was the REACTION to Joseph's article that was way out of line. He has been an analyst for many years, but one that has exerted little or no influence on the stocks he covers. The oliversudden he says "downgrade" and he is followed like the Pied Piper of Hamlin. Paul