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To: nealm who wrote (1578)	3/12/1998 1:41:00 PM
From: Doug	Read Replies (3) \| Respond to of 2389

neal.m: Could you give us a rough carve up of the market for PLD's and ASICS's between ATML, LSCC, ALTR, XLNX, VLSI, ADI and the rest. Thx.

To: nealm who wrote (1578)	3/12/1998 9:16:00 PM
From: Stu	Respond to of 2389

Neal, Well said. I heartily agree that we will not see any solid moves into the $50s for a while. The way that the stock was run-up in the previous years makes for too much resistance in the short-term. The only question I have is what time frame you put on a return to the $50s. I feel that if nothing substantial changes, we will not see much above $50 for at least two quarters. What comes out in April will weigh heavily on what happens with this stock. Let me know what you think about all my ramblings.