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To: John Finley who wrote (43)	11/16/1999 4:56:00 PM
From: Will Lyons	Read Replies (1) of 565

OT Another reason why I prefer AXTI over CREE [other than price] is a theory that the best tech stocks all begin with an A ATMI ASTX AXTI ANAD ASYT AMAT AAPL etc It does not work both ways, however, in that not all the As ---what may be a necessary but not sufficient condition! It may be part of a general theory of markets that at different parts of the cycle the preference wilL shift to the B's and so on Now all we have to do is figure out how and when to shift! Any suggestions?

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