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To: country boy who wrote (16834)	2/3/1999 4:07:00 PM
From: Tony Viola	Respond to of 25814

Haven't seen this one yet here. Looks like they hit them all, and got the right answer on LSI: ********************************* Semiconductor Industry Spotlight Bankers Trust Research/BT Alex. Brown Research N. Quinn Bolton,Erika Klauer,Glen Yeung February 01, 1999 ----------------------------------------------------- ANALOG DEVICES, INC. [ADI] "STRONG BUY" ADVANCED MICRO DEVICES, INC. [AMD] "MKT. PERFORM" AMKOR TECHNOLOGY INC. [AMKR] "STRONG BUY" C-CUBE MICROSYSTEMS INC. [CUBE] "STRONG BUY" INTEL CORPORATION [INTC] "STRONG BUY" LINEAR TECHNOLOGY CORP. [LLTC] "BUY" LSI LOGIC CORPORATION [LSI] "STRONG BUY" MAXIM INTEGRATED PRODUCTS [MXIM] "BUY" NATIONAL SEMICONDUCTOR CORPORATION [NSM] "MKT. PERFORM" STMICROELECTRONICS N.V. [STM] "MKT. PERFORM" TEXAS INSTRUMENTS INC. [TXN] "STRONG BUY" VLSI TECHNOLOGY, INC. [VLSI] "MKT. PERFORM" APPLIED MATERIALS, INC. [AMAT] "STRONG BUY" ATMI, INC. [ATMI] "BUY" ELECTRO SCIENTIFIC INDUSTRIES, INC. [ESIO] "BUY" KLA - TENCOR CORPORATION [KLAC] "STRONG BUY" LAM RESEARCH CORPORATION [LRCX] "BUY" NOVELLUS SYSTEMS, INC. [NVLS] "STRONG BUY" VEECO INSTRUMENTS INC. [VECO] "STRONG BUY" ZYGO CORPORATION [ZIGO] "BUY" Next Previous

To: country boy who wrote (16834)	2/3/1999 4:40:00 PM
From: FNS	Read Replies (1) \| Respond to of 25814

Country boy: Re: > I don't like this relative weakness.<< LSI will fish or cut bait soon...haven't had a full 3 point reversal from 28 high and trading in narrow range...perhaps will retest 28 and then pullback, pending market follow through in morning. Positive thing here is that today's low higher than yesterday's low... Overall, I believe market is turning bearish.....I no like! FNS