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To: j g cordes who wrote (17342)	7/28/1998 8:37:00 PM
From: Johnny Canuck	Respond to of 68173

Jim, In light of LRCX, I have to agree that most semiconductor stocks may rate an avoid. >>Lam Research Corp. (LRCX) 17 1/4 +1/8: semiconductor >>equipment maker reports a Q4 loss of $0.05 a share, >>a penny narrower than the First Call mean estimate; >>says industry experiencing worst downturn in over >>a decade; company expects business to continue to be >>impacted over the next several quarters;

To: j g cordes who wrote (17342)	7/29/1998 8:25:00 AM
From: Clint E.	Respond to of 68173

>>>though please don't be as brief as Clint's 'avoid.' Hello Jim. I did get a laugh out of that. The short answer was because my view of VLSI or the Semis has not changed in the last few months since you & I discussed VLSI privately. Good luck; Clint