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To: AllansAlias who wrote (85999)3/27/2001 8:27:20 AM
From: Earlie  Read Replies (1) | Respond to of 436258
 
Allan:

Just one more in a lengthy lineup of semi "mia culpas". Too bad the sheep ignore them, at least for the moment. When the SOX break comes, I suspect it will be a waterfall event. It shouldn't take much more time as the distribution is intensifying. And it is for certain the the semi news will just get worse as time goes by.

I await with bated breath, the commentary to come from XLNX. Not "there" at the moment (in and out a bunch), and nervous that I am not, but "can't dance with all the girls", etc.

Best, Earlie



To: AllansAlias who wrote (85999)3/27/2001 8:40:14 AM
From: JRI  Read Replies (1) | Respond to of 436258
 
VTSS: "Hard look at managing our cost structure"....how long/how far can you manage your costs....without starting to look at the biggest budget item....capex spending...and cutting that? Its gotta go, I reckon...

(Disclosure: Just shorted AMAT yesterday...could you put a good word for me w/the investment Gods on that one <G>)


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