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To: John Hull who wrote (41546)	12/5/1997 11:04:00 AM
From: Platter	Respond to of 186894

Off topic.....LEVL, designer and developer of circuit products posts a 3Q profit of $0.25 a share, three cents ahead of the First Call estimate, vs year-ago net of $0.18 a share; revenues rose 55.2% to $42 44 mln.....Level One Communications Inc. (LEVL) 46 13/16 +4 13/16: --UPDATE-- BancAmerica Robertson Stephens ups 1997 and 1998 EPS estimates on fabless semiconductor maker following last night's better-than-expected 3Q results; increases 1997 EPS by four cents to $0.88 a share and 1998 EPS by seven cents to $1.21 a share.....posted Briefing.com 10/22/97 for those who missed it! A great buy at 34-35, stock is down from 43 last couple days.

To: John Hull who wrote (41546)	12/5/1997 3:22:00 PM
From: Dom B.	Read Replies (1) \| Respond to of 186894

JH...Re:"as the most heavily traded stock..." WRONG!!! Volume as reported on Nasdaq is 40% to 60% fictitious... You can look it up. Have a good weekend. //dom

To: John Hull who wrote (41546)	12/6/1997 2:07:00 PM
From: puborectalis	Read Replies (4) \| Respond to of 186894

Dear John..just read the latest ML(DEC5) report on the Semi:Build-to-order impacts industry..this and tight inventory mgmt by computer and other OEMs is creating difficulties for chip companies...slimmer margins on computer systems today..air of caution leading to reduced capital spending plans fro '98...constrict supply and re-establish lead times more in line with cycle times leading to stock inventory...Shortage Era Over..consumers are not upgrading very fast to pentium II machines because the extra power is muted by bandwidth limitations of their connection to the internet...We(TK) believe the conditions are now present for a protracted slowdown,essentially an extension or resumption of the 1996 correction,that could last into 1999.It will take time to reduce the overcapacity and to adjust downward future planned expansion..." Any comments on this bleak picture for '98?