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To: SJS who wrote (12346)	3/3/2000 4:59:00 PM
From: Thean	Read Replies (3) of 14427

Steve, don't feel depressed about ANEN. RFMD gave us 75% gain this week. Unless, and I hope this is not true, that you wrote calls on it. I paid 17k (can I get a VW beetle with 17k?) to learn never to write calls on RFMD last year. Can't imagine the consequences if I repeated that mistake this time. BTW, what happened to RFMD in the last 10 minutes, up 15 pts? Is the quote real? Something about to happen next Monday again? VTSS and TXCC both taking breather. CNXT did bounce nicely. BRCM is the other real animal now beside RFMD and HIFN. TQNT's day may be over as now the focus is on RFMD instead of them. TQNT is kind of last year's story because they expanded their fab last year while RFMD is doing it this and next year. More fab cap, more order, more income, more mo-mo. VLNC - low volume consolidation. No worry. BBY - broke out. SAGI and FDJA - on the verge of a breakout. Can't confirm based on close. Have to wait. We all need a very good rest this weekend. I'm too stressed.

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