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To: shane forbes who wrote (9965)	2/21/1998 11:28:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 25814

Wizard...you're on top of GetGo's point... but there is some finetuning here.. If MU, and others, get their MARGINS back, because the Koreans can't run surpluses..and dump and cause GLUTs.... Then, MU,etc have the profits, and Projected Future Profits to order AMAT's best stuff...gong for the 64's and 256's sooner...because they will be able to justify the investment. Net gain to MU... Big Time... net loss to AMAT?..maybe Nada!... Point: The whole industry gains where there are PROFITS being made... and the whole industry suffers when there is a GLUT.. Profits are good! (New Philosophical Pronouncement from TSO...so consider the source <g>).. dlo Oh, BTW... you can check out that downdraft Gap at 27 for yourself... TA-Anon assures me it is significant.. Crosscheck with E! for rationality :-) 207.95.154.130 TSO

To: shane forbes who wrote (9965)	2/22/1998 12:15:00 AM
From: E. Graphs	Read Replies (2) \| Respond to of 25814

OT Non-LSI....semi-equips/KLIC shane, You mentioned KLIC (I hold and follow KLIC) and thought that this post might be interesting. exchange2000.com I hope this doesn't put more stress on your battle with fear and greed. <g> E

To: shane forbes who wrote (9965)	2/22/1998 9:03:00 AM
From: Moonray	Read Replies (2) \| Respond to of 25814

Well Mr. FA, now that LSI is doing the 7 ASICs for the Cisco GSR (http://www.cisco.com/warp/public/733/12000/literature.shtml) 12000 Router to be shipped in March, this might be a good time for a run-down on the current state of CSCO and networking: Industry Briefing - Networking March - 1998 REINING IN THE CISCO MONOPOLY - Yes, Cisco still leads the market in a variety of data networking technologies, most notably LAN routers and hubs. But the rise of the Internet, the growth of the WAN market, and the accompanying convergence of data, telecommun- ications, and video networking all present opportunities for Cisco's challengers. This convergence will pit Cisco against even-bigger Lucent and Nortel, and startups unencumbered by legacy architecture are already developing chips, software, and equipment for the new infrastructure that could eat into Cisco's potential market share. Though Cisco clearly continues to grow--CEO John Chambers predicts that sales will triple by 2000--the market is growing even faster. redherring.com While interesting, I found the above story a bit sketchy but comprehensive even when combined with its URLs to other stories in this issue: VC WHISPERS - Venture capitalists are backing Cisco's potential rivals. A NETWORKING ROAD MAP - The Herring's guide to the major technologies. 3COM-ING TO YOUR HOME - How Eric Benhamou plans to usher 3Com into the mainstream. CHIPPING AWAY AT THE OLD BLOCK - As more networking technology is integrated into silicon, what will become of Cisco's monopoly? CONTROL FREAKS - Control networks are turning office buildings, factories, and even homes into smart operations. PHOTONIC SYNTHESIS - Juniper Networks is racing to develop the optoelectronic technology that will drive the new, universal network. Everyone but Cisco is backing it. HITTING THE RIGHT NOTE - Whistle Communications thinks its easy-to-use Internet-access box is in tune with small businesses' needs. STREET TALK - Analysts have many questions about Cabletron, but few answers. (http://www.redherring.com/mag/issue52/talk.html) And, last year's look: ROUTING THE COMPETITION (March 1997)- Cisco Systems has used aggressive acquisitions and attention to its customers to join Microsoft and Intel as the industry's third major monopoly. o~~~ O