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To: Duane L. Olson who wrote (10624)	3/5/1998 5:01:00 PM
From: E. Graphs	Read Replies (2) \| Respond to of 25814

Duane, Just because you're paranoid doesn't mean that they're not after you. <g> E

To: Duane L. Olson who wrote (10624)	3/5/1998 6:07:00 PM
From: Wolf 2	Read Replies (1) \| Respond to of 25814

Hi, TSO...new to the thread in the last week (however, l admit to having 'lurked' for a long spell). CNBC just reported that MOT has, minutes ago, issued an earnings warning---essentially flat Qtr-over-Qtr. I would appreciate your thoughts and, of course, those of anyone else on the 'pleasant thread' who cares to respond, as to what this may mean to LSI's performance tomorrow. Have to leave town for a while tomorrow so want to get my huge buy order in before the market opens ;-) TIA Wolf

To: Duane L. Olson who wrote (10624)	3/5/1998 10:21:00 PM
From: shane forbes	Read Replies (4) \| Respond to of 25814

TSO: Carl Johnson changing his tune, getting more bearish about semi-equips in general but LIKES your DPMI: techweb.com and what Briefing had to say about another paradigm shift: PC Industry: It's not a stretch to connect the warning from Compaq's CFO with Intel's warning and conclude that something is amiss in the PC industry. Nobody wants to say it, but perhaps Kurlak is right: unit volume is not increasing enough to offset price declines. Tech Sector: If Intel, semis, and PCs are all in trouble, isn't the entire tech sector in for a beating? On Thursday, the answer will almost certainly be yes. Beyond the kneejerk response, however, lies another possibility. Perhaps we are seeing evidence of the much discussed paradigm shift in tech -- away from processor speed and toward bandwidth. If that's the case, networkers and telecoms should fare much better than semis and PCs. ---- Unfortunately in both cases note the unit volume slowdown - if true time to say que sera sera and say adios to the semis. My adios to the semi-equips is already done. At some point people are going to say dump 'em all. We have AMD disappointment, NSM(?), TXN(likely), INTC, MOT (now) - pretty much a very very broad spectrum of companies. Also saw some rumbles in the jungle about weakness in analog(?) though this would be a tad more difficult for me to believe. Also note that Corrigan was right on. The commodity people are being smashed (MOT included in this "commodity" group) but no warnings (YET) from the ALTR's and LSI's of the world, i.e., the networking oriented and more specialized companies. There is a chance that networking oriented companies have a chance but still I do suspect that with no leadership all the semis will eventually crumble. [Unless a lot of this is already priced into the stocks!!!!]

To: Duane L. Olson who wrote (10624)	3/7/1998 2:31:00 PM
From: Moonray	Respond to of 25814

Citing a sight at this site -OR- Correlating the quarreling quagmire -OR- Putting it all together I have recently come across a URL that puts it all together. Left-hand side: Quote Chart News Snapshot Analysts Competitors Financials Full Report Mgt Discussion SEC Filings Profile Discuss It is a little slow, but well worthwhile (like my profile)<g> Take charting, for instance. It lets you plot: Price and volume 1 Minute intraday, week, month, 3 months, year to date, year, ...3 years, 5 years Against DJIA, S&P 500, NASDAQ and/or up to 8 stocks on a % basis Use a Moving Average that is No, 25, 50, 100 or 200 points Shows a [S] on the chart where there was a stock split And (biggie) a red dot where there was a news announcement I do the news because after 30-odd years in the market (and each year is odd) I came to the conclusion early that the dissemination of information to the public was what made stocks move. I can now ignore the data, go right to a graph and fish out news stories that made a stock move, or when a story hits, see if it has an affect. The site is Quicken/Excite. Explore and tell me what you think. This week's trading in LSI: quicken.excite.com Now I know that some of you know about it, but why didn't YOU tell ME? o~~~ O

To: Duane L. Olson who wrote (10624)	3/8/1998 11:23:00 AM
From: E. Graphs	Read Replies (1) \| Respond to of 25814

Duane, Should we do the SLC and MBC thing again? I might consider being a mangy bear this time. Just a thought.......still looking it over. Any comments on this chart? timely.com E

To: Duane L. Olson who wrote (10624)	3/8/1998 12:41:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

funny funny funny NATIONAL ORGANIZATION TO BAN DIVX: bandivx.com

To: Duane L. Olson who wrote (10624)	3/9/1998 10:27:00 PM
From: Michael Grosz	Read Replies (5) \| Respond to of 25814

///Off Thread for Duane or anyone who wishes to comment/// I'm interested in trading options on LSI, and am in the process of establishing an options account. I assume you do most of your trading over the web (that is what I plan to do). Can you recommend any brokers with LOW commissions? It is always a trade-off between commissions and service, but Schwab wants $35 minimum, and I don't need that much hand-holding. Also, do you have your eyes on any particular calls (I'm anxious to get some OCT 25s/30s). As always thank you for your input/advice. PS. E!, for your new SLC/MBC contest, my buy order is in at 21 1/2, therefore, we will never reach it. I go with 27. <g>

To: Duane L. Olson who wrote (10624)	3/13/1998 1:52:00 AM
From: E. Graphs	Read Replies (2) \| Respond to of 25814

OT Index Ratings Duane, OK, here's your follow-up. BTW Have you found the cure to S.I. addiction? Let's do a start-up with it. Gosh, what a market! We could be rich!!! The best thing is that we can't lose. We'll either sell a ton of the stuff, or S.I. will buy us out so they can destroy it all. Are you listening? Duane? Are you lurking??.....hmmmmmm????? You are! You are lurking!! Not really cured, eh???? <gg> E! ******************************************************************************* Index Ratings as of 3/6/98 Basement: (not very interesting at the moment) MEX VIX Level 0: (early stages of recovery/activity) XAU BTK MEX VIX TYX Level 1: (about to break out) EVX FPP CEX CWX BKX TYX JPN WSX XNG RUT Level 2: (breaking out) RLX CYC HMO RXH IUX XMI XOI VLE NYA RPB RXP AUX CWX Level 3: (pulling back (ready to/presently/finished)) PB RXP AUX CWX MSH IIX NDX XOC NWX PSE GAX CXC XCI RIX SOX TXX TRX Level 4: (full uptrend) HCX XAL CMR XTC DRG Level 5: PNX UTY These ratings are all given in my own opinion and yes! I could be wrong.