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Non-Tech : Invest / LTD
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To: Thean who wrote (12626)3/27/2000 9:04:00 PM
From: SJS  Read Replies (1) of 14427
 
Thean,

Your semi list is good. I think you should add AMCC as a T1. Flawlessly rising since the fake rumors about their bailing on a conference were dispelled.

KOPN moving up nicely today, and CNXT packing down the bottom of the trough for a hard bounce north.

Anyone watching IBM? Wow.

Here are a few more to consider: MCRL, HELX, AMKR, DITC, EMC (I hear the split's "in the bag").

WAP space: PUMA, XTND, PHCM

Waiting for: APH (pullback), EXAR, SIII

Steve
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