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Technology Stocks : ARM Holdings (Advanced RISC Machines) plc.
ARMH 67.770.0%Sep 6 5:00 PM EST

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To: nigel bates who wrote (229)10/23/1999 3:29:00 PM
From: unclewest  Read Replies (1) of 912
 
CREE look very interesting, but ARM into BAC ?? Too radical for me.

nigel,
i enjoy all of your thoughts regarding armhy...and i readily admit you may be correct re buying armhy higher.

re..bac...i called it a safety play, just because of general market uncertainties through january. the day i posted that oct 18, i bought bac for 49 1/2 yesterday, after only 5 days it closed at 58 3/4. sweet serendipity.
i am mostly in techs...and just a few of them...just felt a need to diversify a bit short term.

i think armhy is a great company...doing an awesome job...i know there is a lag time between signing deals and actual royalties...i expect to be back in for that stream. who knows if bac has another week last week, i may have to let it go and come back here.
time will tell.

cree...here is a little comparison someone just did on cree and aol.

messages.yahoo.com

best of luck,
unclewest
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