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To: Tony Viola who wrote (9920)2/19/1998 8:17:00 PM
From: shane forbes  Read Replies (2) | Respond to of 25814
 
(relates not to LSI but semi-equip forecast from AMAT)
techweb.com

[Don't believe the hype - lower stock prices soon - my famous last words. Still think the semi-equips are too expensive... - my famous last words yet again.]



To: Tony Viola who wrote (9920)2/19/1998 9:24:00 PM
From: Duane L. Olson  Respond to of 25814
 
Tony, It all ties together: LSI has that new plant coming on stream at Gresham, Oregon. It offers space to Dupont Photomasks, Inc (DPMI) in the new plant location....which DPMI takes LSI up on, and plans for new capabilities down to and including .13 micron... to support LSI, of course, but also because INTC is right down the road, and DPMI is then the photomask supplier of choice from their nearby LSI plant location... So it's all LSI, here, honest <gg> Duane



To: Tony Viola who wrote (9920)2/20/1998 5:55:00 PM
From: E. Graphs  Read Replies (2) | Respond to of 25814
 
Tony,

I was just passing on some information to Duane.

Also, it wasn't really off-topic as INTC is the semi group leader, like it or not
(but I think you love it ;), and what's good for the leader is good for the rest of us, usually.

That year 2000 sure is going to knock us out from the sounds of it! <g>

.....but, options expiration days really stink.

E


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