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To: Glenn D. Rudolph who wrote (46654)	1/28/1998 9:36:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 186894

Glenn: From the looks of it Kurlak must be sweating these days,eh? Thanks for that informative post much obliged.

To: Glenn D. Rudolph who wrote (46654)	1/29/1998 3:27:00 PM
From: David S.	Respond to of 186894

Glenn, Intel, Micron and Neomagic are top picks of the analyst conference leader you quote. I'm glad I have two of them INTC and NMGC although I was getting worried about the lack of action in Neomagic. << From: Glenn D. Rudolph Semiconductor Stocks Will Outperform S&P 500 in 1998, Analysts Predict Continued strong demand from the personal computer industry, increased sales to the communications sector and a firming of memory chip prices should result in a solid year for most semiconductor companies and stocks, according to a team of semiconductor industry analysts for NationsBanc Montgomery Securities. "We believe semiconductor stocks will outperform the S&P 500 in 1998," predicted Jonathan Joseph, a senior research analyst ..... Joseph's current stock picks include Micron Technology, Intel(1) and NeoMagic(1).>> Regards, David S. Long on Intel and Iomega (I guess I can mention Neomagic as well)