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To: E. Graphs who wrote (11117)	3/24/1998 5:37:00 PM
From: Paul Lee	Read Replies (1) \| Respond to of 25814

Short position down to 3,800,000 from 4,740,000

To: E. Graphs who wrote (11117)	3/25/1998 4:19:00 AM
From: shane forbes	Read Replies (2) \| Respond to of 25814

E: You know one thing about the MSFT announcement - it does validate the theory that hardware is suffering at the expense of software. Virtually every PC related hardware company is reporting dud earnings and the mother of all software companies says hey we'll meet your estimates and raise you another ten percent. And I'm reasonably happy for MSFT in spite of the fact that they are devilishly nasty when it comes to protecting their turf. Then again so is a mother grizzly. Corporations see that MPUs are fast enough - so where to put the money: Software and I hope Networking (just gotta do the internet thing). ---- [There is a definite cycle in software-hardware-PC semis. I've seen it in that Forbes tech guy's book. I can't find my copy right now but someone could help here because as I sort through the logic I'm getting confused. Maybe: PC Semis - hardware - software... Figure one needs hardware to upgrade latest software and therefore hardware should see order upticks before software. PC semis are related because hardware vendors need ICs for the various computers. But I'll have to check later. Mmm... there is a corollary here - PC Semis toast since they are way past the initial part of the cycle.] I'll have to double check on this and the other important thing to remember is that semis are much more than PC market driven these days. So some semis and we shall hope LSI LSI is one of them will be relatively immune to the PC market bifurcations. Won't be totally immune but should do all right. Of course the future is no doubt nandi pandi... ---- Shane.