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Non-Tech : Invest / LTD

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To: JHR who wrote (11511)1/18/2000 8:37:00 PM
From: Thean  Read Replies (1) of 14427
 
JHR,
I was out today and came back to see this huge blowoff's in
certain semi's. MTSN blew another wall today and I wonder
if this is what's in store for the photomask makers down
the road. MASK is really becoming a very compelling value
play right here and my only concern is a tech selloff that
is coming very soon IMO. I did buy OPMR today at 29 1/4
for a support buy-trade but am not sure if I want to hold
on to it for too long. I also believe OPMR insiders are
selling like crazy currently. Congratulation on your
MERQ. I was stopped out the other day at $92 :(.

I see that the semi's are selling off one by one after

their earning tonight because they didn't blow through
their whisper numbers. BRCM, GALT, RFMD all down in after
hour. RFMD is now trading at 82 (down 8) because they could
not even exceed estimate <GG>. As RFMD is my LT hold, I
really am not concern except I blew a good opp to sell CC
on it today. CNXT reports tomorrow.

Dave's loss was sudden and I really don't know Dave that
closely. But in a strange way I include his loss as part
of my reality even though we are supposed to be in the
virtual space. I currently have 3 colleages whose parents
are fighting cancer and they too can go very quickly.
Personally I also had fought cancer once when I was 16-17
and with God's blessing I won that battle. Trust me it
wasn't easy for anybody involved....

----
whisper estimate date actual
RFMD $0.19 $0.15 1/18 $0.15
CNXT $0.23 $0.20 1/19 pm
TQNT $0.46 $0.37 1/19
VTSS $0.15 $0.14 1/10 $0.14
BRCM $0.37 $0.27 1/18 $0.31
GALT $0.17 $0.17 1/18 $0.18
TXCC $0.26 $0.22 1/19
PMCS $0.30 $0.27 1/13
AMCC $0.20 $0.18 1/11 $0.21
HLIT $1.09 $0.24 1/19
JDSU N/A $0.31 N/A
CUBE $0.38 $0.37 1/19
AHAA $0.29 $0.28 1/12 $0.31
LSI $0.48 $0.43 1/21-25
TXN $0.55 $0.47 1/19-25
TER $0.42 $0.38 1/18 $0.42
MERQ $0.34 $0.30 1/20 pm
SEBL $0.19 $0.15 1/18
CLFY $0.31 $0.26 1/21
EMC $0.34 $0.31 1/19
NTAP N/A $0.10 2/16
SUNW $0.20 $0.20 1/20
CSCO N/A $0.23 2/9
NT N/A $0.43 1/26
LU $0.39 $0.54 1/26
NOK N/A $0.66 N/A
MOT $0.89 $0.81 1/12 $0.82
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