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To: chic_hearne who wrote (9196)	8/8/2000 12:56:13 AM
From: oldirtybastard	Read Replies (2) \| Respond to of 436258

"The FUD is thick in this sector and many of the ANALysts don't know what they are talking about and the individuals are scared" I agree, it makes no sense to me that the "cycle" for DRAM will coincide with the cycle for, say, DSP's and HBT wafers, given all the new "boxes" this stuff goes into. BTW, I am deep into ADI, from the low 20's to the high 70's, and have been holding most of it stubbornly but I am usually right eventually, my timing could use some improvement though. I was not around for the last semi cycle downturn though so don't remember how it played itself out. PS - I am very familiar with the 36 chambers, I was probably listening to something related when I came up with this moniker.