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To: getgo234 who wrote (9695)	2/11/1998 9:00:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Getgo: Thanks for the Kurlak news. At this point it looks like he's trying to save face. However, once again I do not disagree with the gist of his arguments. By and larger, this is a "relief" rally - that is, things will not be as bad as the stock prices had indicated in early Dec. But still have to agree that at some point things will be silly again in the opposite direction (talking about semis in general). Actually AMAT opening up would be good! The more I look into this the more I think we are being set up for really bad news in the semi-equip sector in the next few months. And ADI! Surprised me. I thought they were doing fine. Analog/DSPs - perhaps industrial base for SLICs might be hurting a bit... Anyway hope Mr. Kurlak is ignored for the time being... With LSI we have the potential to go up quite a bit more before things get "silly".

To: getgo234 who wrote (9695)	2/11/1998 9:06:00 AM
From: shane forbes	Respond to of 25814

Briefing.com's comments on Kurlak (LSI got mentioned aren't we lucky! And yes with the two companies with a DRAM component - TXN and MU - why do we still get mentioned with the DRAM people - the Street is all confused... Merrill Lynch's chip guru Tom Kurlak is making more negative comments on the semiconductor sector, particurly the DRAM makers. Questions run up in stocks amid a December decline in chip sales. On the DRAM front, says expects prices to fall another 20%-30% from March to July. Specifically dislikes LSI, Micron, and Texas Instruments. Has a $20 downside target on Micron (MU 37).