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To: L. Adam Latham who wrote (39239)	11/6/1997 6:02:00 PM
From: Dulane U. Ponder	Respond to of 186894

to all: have just read a piece at cnet debunking and discrediting the netpc. is anyone familiar with this joint venture of intc and msft. see: cnet.com can anyone remark on the quality of cnet reporting, degree of credence one should ascribe to its reporting and the amount of influence its reporting has on the investing community? try to take everything i hear with a grain of salt but it's good to know the lowdown on a source. dulane

To: L. Adam Latham who wrote (39239)	11/6/1997 6:06:00 PM
From: Jeff Mills	Respond to of 186894

Adam-- << Do you mean semi's?>> Not at all. All tech has become bearish since mid-October. Networkers, semi's, DRAM suppliers, semiconductor equipment, PC makers, disk drive makers, etc. Cisco is the rare exception.

To: L. Adam Latham who wrote (39239)	11/6/1997 6:07:00 PM
From: vip	Respond to of 186894

Global chip sales up 14.7 pct in Sept--trade group SAN JOSE, Calif., Nov 6 (Reuters) - Worldwide sales of semiconductor chips rose to 11.8 billion in September, up 14.7 percent from a year earlier, the Semiconductor Industry Association said Thursday. It was the highest sales level in 19 months, the trade group said in a statement. ''The 1997 recovery continues to pick up steam, thanks to the continued expansion of the personal computer market, the growth of telecommunications, and the surging interest in the Internet,'' said George Scalise, SIA president. Technology stocks are the stongest in the months of Nov, Dec and Jan and we will get a big year end rally in this sector. Everywhere the sales of pc's are great (europe, america and certain parts of asia).