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To: Grand Poobah who wrote (14974)	9/12/1998 11:51:00 PM
From: shane forbes	Respond to of 25814

GP: Thanks for the very informative post about std. cells! So std. cells aren't standard then? <g> But seriously I think LSI is at average designs of around 500k gates now, maybe more (very likely), so that must say something about the gradual conquest of the complexity thing. They seem to be matching "Moore's law - the ASIC version" in doubling average gate counts per design every 18 months <g> So the question then becomes if they hit 1,000,000 gates per average design in June 2000, what new fangled gadgets will these kinds of design enable? If we knew this then assuming there are no weird standards battles (like they had with DVD) we could predict when the waves of new products will be able to be mass produced and accepted by the masses, which in turn will give an estimate of when the next real boom in digital electronics and LSI's revenue takes place <g>. Check this out - a very good (though just a tad biased) read: st.com waiting waiting waiting... Shane. PS. I was thumbing through that book "Essential Guide to Telecommunications" - pretty decent read - all the comm. buzzwords with very clear explanations.

To: Grand Poobah who wrote (14974)	9/13/1998 12:08:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Just an overall market comment: Early this year I was amazed at the volume of selling by insiders - I do not recall the exact numbers but whereas the typical ratio of selling to buying is something like 2.25 to 1, then it was at least twice as worse if not more at something like 5 to 1 (just guessing based on # of 144s etc). Well how times they have a changed. Now at insidertrader.com I see 14 pages of buys for the month of Aug cp. to 11 pages of sells. Though this cannot be translated directly to # sells vs. # buys or cp. of capitalizations, this is really an amazing number in the positive sense. With 11 pages of sells one would have expected (roughly) 4-6 pages of buys if the market were farirly valued. 14 pages means we are getting somewhere in the neighbourhood of 3-4 times more buying in the market than we would normally see! So now I'm amazed (and mucho pleased!) by what appears to be extremely heavy buying... bet the buying is strong in my small caps <g> from insidertrader.com pages of sells and buys (did not bother with partial pages so data is at least distorted that way as well as many many others <g>). But point is that it is unusual to see so much buying relative to selling. There usually is a lag between insider buying and stock prices - so we shall see what the next few months shall bring... Guess: this Oct. stocks go up instead of the usual down with a thud... (random WAG) sells buys mar 18 12 apr 6 10 may 6 10 jun 6 11 jul 11 13 aug 11 14 Shane.