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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Stitch who wrote (5264)	7/24/1998 4:00:00 AM
From: Michael Sphar	Read Replies (1) \| Respond to of 9980

A RANDOM WALK ACROSS THE SILLY VALLEY: WARNING NOT ALL COMPANIES LISTED, DATA MAY NOT BE ACCURATE DO YOUR OWN DD PG-13 RATED CO----Q REV---GAIN/LOSS---PER----COMMENTS --------------------------SHARE ADPT--181.0------(77.0)--(.68) ALSC---10.2------(14.7)--(.36)--45 HEAD LAYOFF (30%) ALTR--160.5-------36.6----.38---30.7 MIL CASH ADD AFT 1.01 MIL SHARE REPURCH FOR 34.7 MIL, 230 MIL SUBORDINATED DEBT CONVERTD TO 9 MIL SHARES COMMON, 20 MIL REDUCTION OF INVENTORIES AMD---526.5------(64.6)--(.45)--DUMPED IBM FOR MOT FOUNDRY STRATEGY ATML--288.2------(44.5)--(.44)--70. MIL RESTRUCTURING CHARGE CRUS--177.9--------0.5----.01---NEW COO RECRUITED FROM ADI CUBE---82.5-------10.7----.28---REDUCED DEBT BY LT NOTE BUYBACK 19.2 MIL IDTI--134.5------(50.0)--(.61)--31.1 MIL NON-RECURRING, 400 HEAD LAYOFF OVER SIX MONTHS (8%) LLTC--132.0-------49.5----.62---Q DIV INCR TO .07, ADDED 71 MIL CASH LSI---330.0-------32.0----.23---EXPANDED GROSS MARG, Q3 FLAT Q4 UP ACQ AGREEMNT SYMBIOS,INC (760 MIL) NSM---670.0-----(212.4)-(1.29)--63.8 PRETAX RESTRUCTURE,95.2 EXPENSED IN PROCESS R&D FOR COMCORE SEMI SIEMENS-------------------------NONPUBLIC, WARNED 760 MIL LOSS YTD SIII---53.3------(11.6)--(.23)--20% WORK FORCE REDUCTION ACCOMPLISHED VLSI--137.8--------6.5----.14---.07/SHARE FROM 20% SALE ARM, LTD, PLANNED 190 HEAD REDUCT, MORE THAN 10% SINCE START OF YEAR XICO---26.8-------(9.2)--(.48)--INVENTORY WRITEDOWN 2.07 MIL, FOUNDRY COMMIT TO YAMAHA XLNX--151.6-------27.0----.35---2.6 MIL LOSS ABSORBED JOINT VENT WITH UMC ZRAN----7.1-------(1.0)--(.09)