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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!! -- Ignore unavailable to you. Want to Upgrade?

To: Maui Jim who wrote (4241)	9/1/1998 3:37:00 PM
From: Doug	Respond to of 6565

Jim: During violent swings the pecking order is dictated by size. The small and mid Caps must be taken down before the Big Caps. On the upswing the small and Midcap can only return after the Big Caps have gapped up more than 2/3rds of their losses on the way down. In brief , it is likely that this week will belong to the Big Caps.

To: Maui Jim who wrote (4241)	9/2/1998 10:26:00 AM
From: JHalperin	Read Replies (1) \| Respond to of 6565

hi dan... we've seen upticks in the tech sector yesterday and this am yet vlsi continues it's downward trend. Even atml with their big European exposure has moved up. Market must think there's trouble ahead for vlsi. What's your opinion. Thanx in advance Joel

To: Maui Jim who wrote (4241)	9/4/1998 12:05:00 PM
From: orkrious	Read Replies (2) \| Respond to of 6565

Jim, you have been an ardent VLSI bull, appear to evaluate their products yourself, and in general seem to be relatively close to the company. Yet you have been relatively quiet through this debacle. What are your thoughts regarding what's going on (back to the conference call talking about orders picking up and Beyer's subsequent leaving)? Adams Harkness (not the most well regarded firm <VBG>) yesterday suggested they are losing orders to TXN. What do you think? Jay