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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (30189)	7/24/1998 9:17:00 AM
From: Kathleen capps	Read Replies (2) \| Respond to of 132070

Thanks Earlie, It's been lonely being a MU poorhouse bear. What do you think of the MSFT comments as reported by Bloomberg. I don't follow them that closely. I know they are normally conservative so I don't know if the statements are business as usual for them. Kathleen

To: Earlie who wrote (30189)	7/24/1998 9:18:00 AM
From: gizelle otero	Read Replies (1) \| Respond to of 132070

Michal - I respectfully disagree with you on DSP for the following reasons: 1. The telecommunications chip-making business is strong enough to have a few more players without a "glut". Witness Nokia's earnings report today. 2. DSP has executed their business plan well. I have no reason to argue with a company producing 200%+ gains in sales and a 80% return on my equity in 6-months. 3. The Japanese/Asians will upgrade to new phones regardless of how bad the economy gets. 4. DSP's chip-making customer list will grow to include the rest of Asia and the US markets to provide future 30% growth. 5. I have yet to see a big chip company "do" customer service better than a small and focused chip maker. Just because Texas Insturments and the other big memory chip makers CAN make telecommunications chipsets doesn't mean anyone will buy them or be happy with the service they receive as a customer. We shall let the market decide this one for us and I am betting big on DSP. Their moves so far have been excellent and the fundamentals and technicals for their stock are outstanding. I believe a purchase here at $16 will ensure a 300% profit in 12-months.