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To: Moonray who wrote (12557)	5/20/1998 3:54:00 PM
From: E. Graphs	Read Replies (1) \| Respond to of 25814

No, I think it's because I bought back all my shares at 23, and it always goes down a little bit more after I do this......always......very sickening....I'll never get used to it.

To: Moonray who wrote (12557)	5/20/1998 4:09:00 PM
From: DavidG	Respond to of 25814

Moonray, If you were to ask Tom Kurlak or any of his cohorts he would say it is the entire sector and it is still to high.:-) DavidG

To: Moonray who wrote (12557)	5/20/1998 4:32:00 PM
From: shane forbes	Read Replies (2) \| Respond to of 25814

Yup! This is a gradual whittling away of any n/t confidence. Of the casualties so far, roughly in chronological disaster: INTC - KABOOM! - $1,000 PCs + product transition + inventory catch-up MOT - BOOM! - the perpetual chicken running around with its head cut-off NSM - DOUBLE KABOOM! - Cyrix and die ADI - KABOOM! - surprised me with extent of negative surprise - industrial? problems (hoping not) - generic producer but analog is all over the place, DSP and analog strong I think so not sure what happened - could GM be a problem there too. (AMD always KABOOM) (MU - GLUT KABOOM) TXN - partial DRAM BOOM - rest might be ok+ CRUS - company reinvention don't expect much but seems to be getting better - ok? n/t but still heavily PC related ATML - company reinvention - ok+ n/t but SEA connection ---- and that leaves the only other 1 billion in sales semi not reporting any boom, kaboom etc and in fact is saying business is "fine thank-you" - business is "good". ----- Like I said like holding a stick of dynamite while everyone around you (PC/commodity) is exploding. ----- Kurlak's happy. ----- Though ADI earnings negative surprise threw me I'm not surprised - I got out awhile back at 34 - believing my own "commodity" vs. "specialized" theory. ----- Shane. (cycling was great today)