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To: Ron McKinnon who wrote (16767)	10/14/1998 6:30:00 PM
From: DanZ	Read Replies (1) \| Respond to of 53068

Semiconductor stocks. Addi posted a good summary of semiconductor company earnings at exchange2000.com All of these companies have beaten their estimates. Analysts have reduced their estimates too much for these companies and one by one the companies are beating them. Analysts will raise estimates once they have more confidence that a bottom is in and have more earnings visibility. Watch out, because these stocks are tremendously beaten down and are trading at the low end of their historic valuations. Some are trading at valuations never seen before. Once these stocks start up, they will provide some huge percentage gains. Thanks for the summary, Addi. Dan PS to Paul: Steaks AND lobster, served on platters with VLSI's logo on the them LOL

To: Ron McKinnon who wrote (16767)	10/14/1998 6:40:00 PM
From: Susan Saline	Read Replies (1) \| Respond to of 53068

ron and dan ... yeee haa ... you guys kik buttt!!! I am not so happy ... in fact I am darn right ticked off at myself had a "plan" that just did not materialize ... missed F I could not believe it would rebound off a 2 dollar to the minus side ..... within 15 minutes after the open .... I kept waiting for the fake out rally to bring it back down .... yet that rally was for real!!! it went up 5 bucks from that low booo hooo hooo ron ... I hope it rains on you at the game <gggg>