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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!! -- Ignore unavailable to you. Want to Upgrade?

To: E.J. Neitz Jr who wrote (3474)	5/26/1998 6:30:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 6565

edward-- i agree, though i am also buying AMD and some TXN. i feel like a kid in a candy store...i havent had this much fun in semis since summer, 1996. AMAT needs to fall further, so i hope no one is in that. some people have mentioned they are worried about the asian entering the DSP market since DRAM is crap. there are a couple of problems with that scenario: 1) DRAM pricing will stabilize fairly soon (within the next 6 mos.). 2) they can not afford to build logic, they can barely afford to build commodity memory, and they already have the equipment for that. oh yeah, one more thing. part of what is killing VLSI is the perception that they will be hurt in a meaningful way problems in asia. anyone care to guess what percentage of sales come from asia? good luck to all, trey