Terayon - S CDMA player (TERN) Message Board

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Technology Stocks : Terayon - S CDMA player (TERN)

TERN 29.40

+8.4%

Dec 5 9:30 AM EST

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To: Gary Kao who wrote (1211)	10/19/2000 12:59:06 PM
From: Bernard Levy	Read Replies (1) of 1658

OT Hi Gary: I am holding what I have. The recent selloff in semis created good value in several companies I had been tracking: KOPN, RFMD (same picture as CNXT-- not good short term, but strong long term company), and newer companies such as SLAB (still expensive, but good long term potential). So, I am trying to broaden my semiconductor holdings. Note however that we are only a few quarters away from the top of the cycle, so I am targeting primarily sectors which are less affected by the cycle: analog companies, and communications oriented chip makers. Best regards, Bernard Levy

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