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Non-Tech : Invest / LTD
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To: SJS who wrote (12452)3/14/2000 11:07:00 AM
From: The Ox  Read Replies (1) of 14427
 
Yeah, that's a nice group of stocks and their charts show the support they are getting. I recently took my profits in EXAR and will look to reenter soon.

CLTK, like RFMD, TQNT, ANAD, et al, is benefiting from the incredible demand for wireless phones. There were very few in the semi industry who expected the growth rates we are seeing in the phone business. Capacity restraints are putting a lid not only on phones but LCDs and FPDs. Check out the last post on the AFCO thread if you have time, the link there goes into some detail about the 'older' generation chip technology with respect to LCD/FPD control and the reluctance of the semi companies to ramp up/invest in old tech to meet the growing demand.

I'm gonna plug SMTC again. I think the price is right here. Company growing revenues in the 50% range and they have solid earnings. Price to sales in the 'reasonable' range, IMO.
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