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To: shane forbes who wrote (9678)	2/10/1998 8:32:00 PM
From: uu	Read Replies (1) \| Respond to of 25814

Well what do you all think of the following statement made by AMAT (in lowering the expectations for the next quarter):See biz.yahoo.com Please make sure to read the very last line in the news. Do you think this will effect LSI Logic or chip makers such as AMD and INTC? Regards, Addi Jamshidi

To: shane forbes who wrote (9678)	2/10/1998 8:57:00 PM
From: shane forbes	Respond to of 25814

For fun and opportunity cost comparisons: Here's the list of how the semis have done since 1/30. If you picked any of the top 6 you are a big winner! (these are the stocks in the Value Line listing) vlsi 18.03% irf 16.39 vtss 15.68 cube 15 lsi 12.5 altr 12.43 utr 9.31 mot 9.02 mxim 8.84 xlnx 7.25 mu 7.05 intc 6.48 cy 4.43 idti 3.23 txn 2.06 lltc 1.89 crus 0 adi -1.91 nsm -17.56 --- As you can see this is a case of the weaker brethren playing catch up with their stronger brothers and sisters. VTSS is of course the exception - strong and powerful throughout... (BTW no guarantee on accuracy here - I did this in a flash...) --- (Disclosure: I have LSI, VLSI, UTR, and ALTR) ---