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To: E. Graphs who wrote (10361)	3/2/1998 3:38:00 PM
From: E.H.F.	Respond to of 25814

E.Graphs, from reading your posts I know that you are far more experienced than me when it comes to interpreting the graphs, but I know enough to say that I hope the blue line doesn't cross the red one. :) E.H.F.

To: E. Graphs who wrote (10361)	3/2/1998 3:56:00 PM
From: uu	Read Replies (5) \| Respond to of 25814

One thing that is a bit painful is the fact that for the past 4-6 weeks Nasdaq and major indexes have been going up dramatically while at the same time stocks such as LSI Logic have not performed well (if any at all)! And now wehter it is simply profit taking and/or market jitters with earnings and./or whetever, and the major indexes are coming down stocks such as LSI are also coming down!! It is sort of like double punishment!! They did not go up during the rally and yet are punished now just because everyone else is being punished!! It sure is a funny funny world! Regards, Addi Jamshidi

To: E. Graphs who wrote (10361)	3/2/1998 6:33:00 PM
From: Moonray	Read Replies (1) \| Respond to of 25814

E., I apologize for LSI not following my scenario and heading up today. Yet, there IS a chance that it was turn-around day. Only 4 were better on a percent basis in the $SOX: cbs.marketwatch.com And this on a day when these others took gas: DELL -2 1/2, GTW -2 5/16, IBM -2 1/2, TXN -3, LLTC -4, DPMI -3, TER -6, KLAC -3, BAY -2 3/16, ASND -2 3/8, AOL -3 1/4, AMD -1 1/4, CS -2 1/2, TLAB -2 11/32...... Should lead to a lower opening, and then we will see. I have support on INTC at 82 (maybe even 84), how do things look to you? o~~~ O

To: E. Graphs who wrote (10361)	3/2/1998 10:42:00 PM
From: shane forbes	Read Replies (2) \| Respond to of 25814

E, TSO check this out: ---- MARKETS DRAM drubbing continues By now, the nightmarish slide in dynamic random access memory (DRAM) prices was supposed to be over. Instead, no end is in sight, say analysts. Capacity will continue to outstrip demand throughout 1998, warns Clark Fuhs, principal analyst at Dataquest Inc. in San Jose. And DRAM makers continue to invest too much in factories, adds Bill McClean, president of IC Insights Inc. in Scottsdale, AZ. DRAM capital investments comprise 41% of all chip industry expenditures, McClean contends, even though DRAMs make up only 25% of the chip market. To be sure, spending plans are being curtailed in Japan and elsewhere, and a great deal of capacity has been taken off-line. Mitsubishi, for example, said it was closing a U.S. wafer fab, the Texas Instruments-Hitachi DRAM joint venture collapsed in February and Motorola exited the market entirely. But much of that capacity was for older 4-megabit and 16-Mbit chips, while new fabs for 64-Mbit parts are still coming on-line. Perhaps the biggest culprit is the move to shrink die using 0.25-micron technology. Because the shrink sharply boosts total chips per wafer, the move instantly increases capacity. Some observers argue that Korea's economic crisis will constrict the flow of DRAMs, but others doubt that will happen because the country needs the sales in order to generate dollars. In addition, Korea does not want to repeat the past mistakes of the United States and Japan, both of which failed to invest in DRAM technology during downturns, and consequently lost market dominance. Samsung, the giant Korean chip producer, is targeting $1.6 billion in semiconductor spending this year, primarily for DRAMs, down from $2 billion last year, according to Keith McDonald, vice president of sales and marketing for Samsung Semiconductor Inc., San Jose. Most of the money will likely be spent in the second half of the year, by which time Samsung hopes the Korean won will have stabilized, he adds. ----