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Technology Stocks : Fairchild Semiconductor (FCS)
FCS 19.860.0%Sep 20 5:00 PM EST

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To: Marty R who wrote (35)5/30/2000 11:41:00 AM
From: James Calladine  Read Replies (1) of 50
 
ANYBODY OUT THERE?

Well, now that there is SOME life in the market (at least today), and there is some movement in FCS.

At closing prices at end of last week, FCS was a screaming
bargain. Speaking just in terms of price times trailing
year's sales, some comparisons were:

FCS 2.07
CNXT 3.97
ATML 4.62
GALT 7.74
ALTR 17.60
TQNT 17.81

And FCS is probably coming up to some stellar earnings, to say nothing of sales increases FAR beyond the consensus
5 year figure of 16%!

Presently long FCS and looking around for some more money
to plow into this great opportunity.

I think the image that FCS has is still that of the old-line
semi company selling an outmoded commodity product line.
After another couple of blowout quarters, that image will,
I think be changed!

What do others think?

Are there any others out there?

Best wishes,
Jim
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