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To: Paul Engel who wrote (65105)	9/18/1998 8:06:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Paul and Intel investors: Xeon recognition on another SI semi thread: To: Tony Viola (15099 ) From: Jock Hutchinson Friday, Sep 18 1998 7:55PM ET Reply # of 15128 The explosive growth in Xeon chips is just about to begin. As you have noted many times, this is great news for the Symbios division of LSI. news.com.

To: Paul Engel who wrote (65105)	9/19/1998 8:11:00 AM
From: IVAN1	Read Replies (2) \| Respond to of 186894

Your reaction to report Hi Paul: found this on the web and was curious about your thinking. I know your high regard for Kurlak and co., but any thoughts on Brooks Automation and Integrated Process Equipment? (Sorry if this was dealt with previously and I missed it. Just got back from vacation.) . . . . . . . . . .. . NEW YORK (CBS.MW) -- Merrill Lynch's technology analysts have picked 22 stocks that they think will outperform the market, based on a bevy of trends outlined in their 170-page report. Some of the picks come from the technology and Internet "blue chips" -- valuations be damned. But there are some interesting twists: no PC makers; Intel (INTC), the leading chip maker, is left in the wilderness; and analyst Mark FitzGerald suggests premium prices may be paid in semiconductor equipment industry consolidations. Computer chips Analyst Thomas Kurlak expects "significant new opportunities" for the communications-oriented chip suppliers, as part of a broader trend in which he sees the communications equipment industry usurping the personal computer business "as the key driver of semiconductor growth," according to the report. "This shift in end markets, combined with the success of the fabless model, should result in growing fragmentation of the industry," he writes. Kurlak favors Broadcom and PMC Sierra. Among the chip equipment makers, FitzGerald selects Brooks Automation and Integrated Process Equipment. The industry's downturn, according to FitzGerald, should spark more consolidation. "Most of these acquisitions will occur at a premium to current prices because asset values have declined so sharply," he writes.