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To: shane forbes who wrote (9694)	2/11/1998 8:52:00 AM
From: getgo234	Read Replies (2) \| Respond to of 25814

Shane and others: CNBC reporting this morning ( 8:15 a.m. EST) that Kurlak is currently holding an internal conference. Kurlak continues to speak negatively about semi stocks saying that first qtr YOY will be negative. Pricing for DRAM's continues under pressure. Sounds like the same comments made in recent weeks. ADI estimates lowered by Cowen. Sounds like semi stocks should be under some pressure this morning. AMAT called up $ 1.00----go figure. UPDATE CNBC at 9:40 a.m. just commented that LSI and TXN will be under pressure in response to Kurlak's comments.

To: shane forbes who wrote (9694)	2/12/1998 12:12:00 AM
From: SMALL FRY	Read Replies (1) \| Respond to of 25814

Shane, Re: Adopting a wait-and-see attitude!!! IMHO that's the best attitude to have in these times of uncertainty. The semi-equip is trying to find a direction as we speak and until it does it's no use having good money sit idle. I reduced my position in AMAT to 66% last week and I'm down to 33% this week. My brain is telling me to buy puts or sell covered calls...but it's hard to cure an old bull... I love taking a little chance now and then.<g> LSI got dragged by MU and others today...mild profit taking, I say. Asian markets not looking too good tonight. Regards, SF