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To: uu who wrote (18502)	5/18/1999 9:37:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 25814

Oh NOOOOO!!!! Are you Dipy-Junior?? Guess we'll have to get you to sell at $70 before this stock can move up beyond that! patrick

To: uu who wrote (18502)	5/19/1999 4:55:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 25814

I'd like to pass the torch - that I inherited from Addi. Earlier this year when I said that $60 to $70 LSI is a done deal, I got emails saying that I'm Addi-Jr. - I've inherited Addi on this thread as the supreme bull - and that ain't no bull! I'd like to pass on that distinction now: messages.yahoo.com patrick

To: uu who wrote (18502)	6/10/1999 12:39:00 PM
From: Moonray	Respond to of 25814

CMP version: Net Takes Over From PCs As Chip-Industry Driver Jun 10, 1999 (Tech Web - CMP via COMTEX) -- At the Semiconductor Industry Association's release of its semiannual chip industry forecast, Wilfred Corrigan, chairman of LSI Logic, pointed to the exploding growth of the Internet market as supplanting the PC as the main driver for semiconductor sales. The SIA's new forecast calls for a 12.1 percent growth in worldwide chip revenue to $162.5 billion. "Electronic commerce alone will be a huge driver, growing from $123 billion in 2000 to $400 billion in 2002," he said. "It will take an immense growth in Internet infrastructure to support e-commerce, which will lead the Internet to become the primary driver of the semiconductor market," the LSI chieftain said. Corrigan told the SIA's midyear gathering the Internet's growth will fuel chip sales in all sectors of the electronic industry, especially communications and consumer electronics, as well as continue to strengthen the PC market. He went on to describe how much of the focus on the use of the Internet is reflected by the valuations of "dot com" companies. These valuations, he said, are predictors of the continuation of Internet traffic growth that will demand growth of the communications infrastructure. "The electronic highway is paved with silicon chips," he said -- a sentiment echoed Wednesday by Intel CEO Craig Barrett in announcing his company's revived plans to build a 300-millimeter fab in Hillsboro, Ore. The supplanting of PCs as the primary market driver for chips was also predicted Tuesday at the Advanced Reticles Symposium in San Jose, Calif. Klaus-Dieter Rinnen, principal analyst with Dataquest, the San Jose-based market researcher, pointed to the boom in communications, especially in wireless handsets, as eventually topping PCs as the spur for chip sales. Rinnen said the trend is already well underway. He cited the decline of the PC portion of the chip market, which dropped to 26.7 percent in 1998 from 31.8 percent in 1997, according to Dataquest. He said the decline came at the hands of a communications equipment market that grew to 17.7 percent last year from 16.4 percent the year before. o~~~ O