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To: The Ox who wrote (14230)	2/15/2001 11:38:20 AM
From: SJS	Read Replies (1) of 14427

Mike/doc/all, Some thoughts here. 1) Mike: UIS. Remember that one? I bought more at just under 17 a week ago, and wrote some March 17.5 puts, too. It literally broke out today. Last week, a well known analyst said on CNBC that the company is worth at least 23. I may buy more. 2) I like EXAR in here. Trading at under 1x LT growth rate. I noticed this. Nice to see all 4 of the stocks I owned in the chip universe mentioned here. VTSS is a good choice in here too. 08:07 ET Comm IC Stocks Started : After the close, CIBC World Markets initiated coverage of the communications IC group. Assumed coverage of AMCC, EXAR, TXCC, IDTI, and PMCS with BUY ratings. While cautious on near-term fundamentals, firm encourages investors to take advantage of share price weakness that has taken many stocks below 1X their long term growth rate. Steve

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