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To: Moonray who wrote (16517)1/23/1999 7:42:00 PM
From: M.  Read Replies (1) | Respond to of 25814
 
Moonray, please don't encourage Shane to come back anymore. That guy is a pied piper. Every time he starts enthusing the prospects for LSI, my eyes glaze over and I'm in for another thousand shares.

Oh, and Rairden, if you are right, I'll be the first to sign up for your very insightful newsletter.

Good luck to all this coming week.

MFS



To: Moonray who wrote (16517)1/24/1999 12:40:00 AM
From: Duane L. Olson  Respond to of 25814
 
O~~~o <Ggg> Amen from a few of us, Moonray!.. But Shane had all the fundamental info, and it was right on track until a certain little SE Asian crisis disrupted things a bit..wouldn't you agree?. For the future, do you remember when we had that discussion (with Shane) about the fact that a LOT of capital development was going to be deferred -- and that in the end, it would create a VERY positive supply/demand imbalance (in favor of the MU's, VLSI's, and ((ta da)) LSI's of this world)?.. Well, some of that is coming to pass. I think E! went into MU around 20 when Kurlak went negative...and the next batch of winners in the "Fab shortage" game has got to include VLSI (which I own) and LSI (which I wish I owned MORE of ) :-)
So, old friend -- up from here??
tso