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To: Jeff Bond who wrote (833)	2/11/1998 8:38:00 AM
From: NeverRight	Respond to of 886

I guess we could see a down opening today due to the warnings by AMAT that their business will stay even for the rest of the year. AMAT seems to be taking a beating in the night market (although this market is pretty thin and NASDAQ could turn it around)

To: Jeff Bond who wrote (833)	2/11/1998 11:22:00 AM
From: AreWeThereYet	Respond to of 886

Jeff, To your question, I don't see the semi-industry returned to all-time-high yet as the DOW. AMAT, TXN, LSI all lost more than 20% compare to Sept, 97. Even Intel is still 10% lower! The impact of Asian crisis won't fully reveal until mid 1998 but I believe the worst is overed. Semi/Chip industry should have a nice rally in the near term as demand in Europe is high and more evidences suggest that Asian is recovering. About xDSL picks, I fully agree with you and Todd that PAIR is a better choice for long term. xDSL will provide better QOS and security than cable modem. CDSL looks promising for the fact it use standard phone jack, I am not sure will PAIR commit to this technology. But I believe cablemodem will find its way to many home users. aC

To: Jeff Bond who wrote (833)	2/11/1998 7:50:00 PM
From: John F. Poteraske	Read Replies (1) \| Respond to of 886

Jeff-Saw a small article in i.i.-Says so far, DSL has been used in only a few commercial services. But that may begin to change by the middle of 1998, according to Paradyne, a major supplier of DSL Equipment. Digital Subscriber Line-DSL DSL uses special modems to send digital signals, rather than analog waveforms, over existing twisted-pair copper phone lines. One popular variant of this tech. is called asymmetrical dsl or ADSL is capable of download speeds as fast as 9 million bits per second or about 160 times faster than a 56 kbps modem. JP