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Technology Stocks : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: Charlie Tuna who wrote (9546)	9/7/1998 1:42:00 PM
From: johnny boy	Respond to of 11555

Interesting and fun read, Thanks Charlie. The fact that this business is cyclical cannot be denied. Due to the severity and length of this downturn it might be safe to say the rebound will come suddenly and sharply. Those of us with chip holdings should be rewarded. 1999 might very well be the very big year. I wonder how IDT will do when, not if, a very big, and general semiconduc- tor, positive upturn cycle happens? JB

To: Charlie Tuna who wrote (9546)	9/7/1998 3:19:00 PM
From: BigBull	Read Replies (1) \| Respond to of 11555

High fives to the Tuna for that LSI post! Here's an article that may lend some support to Corrigans remarks: news.com Yes, all the signs are there, shutdown of capacity, selective beginning of consolidation, leveling out of pricing (if you can call, flatlining, level). But when I look at the insider trading in just about all semi stocks I still see only form 144's. The info revolution that Corrigan mentions will also militate margin expansion since small players can dictate the pricing of commodities. The big boys are no longer in the drivers seat. When Corrigan puts his money where his mouth is then I'll know that he's really getting orders and not just blowing smoke. I'm not trying to be cynical but I have heard this story before. Still you are 100% right to post the LSI article. Listen, Charlie, it's taking every bit of will power that I possess to stay off stocks like LSI. Other stocks that I want are now at such severe discounts that it gets easier. Here's an interesting take on who all these new "PC" buyers are going to be. news.com I guess my questions to you and the rest of the thread are: Is Billy Bob, (who is banging nails 10 hours a day in the blazing sun) going to come home and run Photoshop till he drops? or Will Billy Bob log onto the WWF web site so the he can tell off Vince McMahon and order tickets to the next Iron Cage match? Will his wife Irma Lou (who works the night shift at the local hospital) do 3D simulations when she get off the job? or Will she log onto the Oprah web site to vote on whether Mary Jean (whos husband just went gay) should divorce the SOB? Anyway, here's hoping that Job's changes the industry again news.com The Wintel beige box is sooooo excruciatingly dull that even this crippled machine is like water in the desert.

To: Charlie Tuna who wrote (9546)	9/7/1998 11:09:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

Very nice post - I used to work for Fairchild several years ago and think LSI's CEO has one of the clearer heads in the business.

To: Charlie Tuna who wrote (9546)	9/8/1998 3:09:00 PM
From: Charlie Tuna	Read Replies (1) \| Respond to of 11555

OT Looking down the road a few years: computerworld.com main points: -internet access everywhere not just via pc's. -msft/gates says lots of languages/os's -IBM says java everywhere....I AGREE the reason is simple java offers a universal language with object based functionality via pacakages and beans.The only shortfall is in real time systems but my guess is that sun will figure out some type of real time version for java which will include control over garbage collection and better thread scheduling.