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To: Jock Hutchinson who wrote (16096)12/3/1998 11:42:00 AM
From: Moonray  Read Replies (6) | Respond to of 25814
 
So Jock tell us, do you (or did you) still intend to sell LSI for a
tax loss this year?

Proud holder of post #6666666. Will sell to David Lawrence for a fee.<g>

o~~~ O



To: Jock Hutchinson who wrote (16096)12/3/1998 1:15:00 PM
From: patrick tang  Respond to of 25814
 
Sounds like a post from one who bought hi and sold lo. eom

patrick



To: Jock Hutchinson who wrote (16096)12/3/1998 2:37:00 PM
From: Tony Viola  Respond to of 25814
 
Jock, what do you mean by "The .18 shortage is two years away"?

Like, only a few companies are doing it? or
Not many companies that compete with LSI are doing it? or
Something else?

re: "The .18 shortage is two years away, and LSI will be in the sweet
spot big time."

Is LSI up, or close to up on 0.18?

You do know that Intel will be in production in ~ late 1H99 on 0.18. IBM is there now, or at least this quarter. Motorola is close, I find out from the AMD thread (unless those guys are more nuts than even the Intel thread). Major Japanese companies are next year sometime. I don't know about TI.

Regards,

Tony