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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: James F. Hopkins who wrote (21326)	7/6/1998 11:10:00 PM
From: bobby beara	Read Replies (3) \| Respond to of 94695

Jimmy, there is a chip glut - no pricing power - seen the prices at your local hardware vendor lately, you should be bottom fishing on Yhoo and SOFT -g- INTC is cutting back on workforce and shutting factories for a couple of weeks to cut back on expenses. The semiconductors are going the way of the disk drives. bwdik, bb

To: James F. Hopkins who wrote (21326)	7/7/1998 8:45:00 AM
From: Terry Whitman	Read Replies (2) \| Respond to of 94695

I think you'll be happy with NSM at 12.5. I was happy to have got it @ 15 back in '96, and even happier to sell @ 30, 9 mo. later. "They" were saying the end was near for semis then too. Don't believe it. Everything from your car to your toaster oven use semiconductors. Fact of the matter is- the semicon market is cyclical, and we're on the downswing now. I don't know if they've found bottom yet, but I will be buying too when I see some more signs of recovery. TW