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To: E. Graphs who wrote (9946)	2/20/1998 6:02:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Value Line semis (performance since 1/30 - %ge returns): IRF 21 UTR 19 IDTI 18 VLSI 18 ALTR 15 INTC 13 MXIM 13 VTSS 13 LLTC 10 ADI 8 TXN 8 CUBE 7 XLNX 6 LSI 4 MOT 1 AMD -2 CRUS -2 CY -2 MU -2 NSM -19 ------- And for the last week (%ge returns since 2/13): ADI 14 IDTI 10 INTC 10 ALTR 6 IRF 6 TXN 5 UTR 5 AMD 3 LLTC 3 VTSS 2 XLNX 1 NSM 0 LSI -1 MXIM -1 CRUS -2 MOT -2 CY -3 MU -3 VLSI -3 CUBE -9 ----

To: E. Graphs who wrote (9946)	2/23/1998 1:43:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 25814

E, Re: "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." INTC is up, nicely, for the fifth consecutive day. LSI is down. How much leadership does LSI need? Every dog has its day, but when for LSI?; let sleeping dogs lie; how much is that doggie in the window? Good thing I'm not dependent on this (dead) money. Thank God for INTC (going back to it's all time high, or higher) and INTU (new 52 week high today). LSI? I'm thinking of throwing some El Nino mud on it. I'm also beginning to think that Wilf went to the same snake oil/used car sales school that Jerry Sanders did. T