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To: E. Graphs who wrote (13337)	6/30/1998 12:48:00 PM
From: DWB	Respond to of 25814

Anyone know if Ericsson is using LSI's recently announced chipset in this "world phone"? Could be some major bucks in FY '00 if it is... biz.yahoo.com DWB

To: E. Graphs who wrote (13337)	6/30/1998 4:23:00 PM
From: Moonray	Read Replies (2) \| Respond to of 25814

Kurplops musings: Chips crumble on Kurlak comments Key analyst reiterates grim semiconductor stance CBS MarketWatch - Last Update: 03:27 PM June 30, 1998 NEW YORK (CBS.MW) -- Semiconductor stocks tumbled Tuesday afternoon after a closely watched analyst at Merrill Lynch gave the group the thumbs-down signal -- again. A profit warning from chipmaker General Semiconductor Inc. (SEM) sparked the latest in a series of negative comments from analyst Thomas Kurlak. See Tech Report. Kurlak downgraded General Semi shares to "neutral" from "accumulate" and lowered his 1998 earnings estimate to 75 cents a share from $1.12, citing weakening orders. The Philadelphia Semiconductor Index dropped 1.7 percent in afternoon trading while shares of General Semi fell 5/8 to 9 7/8. Kurlak also reiterated his negative stance on the semiconductor industry, saying he expects worldwide sales to fall as much as 10 percent from year-ago levels. Most industry observers are expecting flat sales for the year. Kurlak cited slowing demand in Europe for the revised forecast, saying that region faces the same slowdown experienced earlier this year in Asia and the U.S. Kurlak also expects semiconductor revenue to shrink as average selling prices decline 15 to 20 percent. Kurlak also issued a grim forecast for the Philadelphia Semiconductor Index, predicting it will fall below 200 by the end of the year. The index is currently hovering around 250. In another blow to the group, the World Semicondutor Trade Statistics organization said world wide chip sales declined 12.8 percent year-over-year. Sequentially, sales fell 3.9 percent. o~~~ O

To: E. Graphs who wrote (13337)	6/30/1998 6:57:00 PM
From: Wolf 2	Read Replies (1) \| Respond to of 25814

CrazE! ( I like that...it's got a ring to it...in a good sorta way, of course) Well, we could have had our birthrights tied to Advanced Fibre Comm. which announced earnings far below expectations (apparently the shareholders don't like that...:-0) after market close...so that $40+ share price has been trimmed somewhat...to $19 in afterhours trading!! OTOH, maybe the slight unpleasantness in Iraq earlier today had something to do with it or Linda Tripp'ed or Greenspan hiccupped or the heat in Texas has engulfed the continent and fried all of our remaining brain cells. Heck, I'm going to go out back and stir those goat entrails again---yeah, that always works. Regards, Wolf