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Politics : High Tolerance Plasticity

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To: Razorbak who wrote (2104)	3/21/2001 10:33:42 AM
From: chowder	of 23153

Hi Razor! You asked Jim for his tech picks but I hope you don't mind if I add mine. In telecommunications, assuming the market has turned, you have to like GX. They are years ahead of everyone else in getting their system into place. The semiconductor stocks should lead the tech rally once it comes about. A lot of the semi's are tied into telecom companies. RFMD would have to be one of my favorites. AMD should be strong and they are taking business away from INTC. ADI's chips are proprietary, therefore little or no competition. Optics? LPTH! (nuff said!) OK, maybe GLW. This is a starter list. I hope it's of use to someone. dabum

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