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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (10868)7/6/2000 7:51:20 PM
From: jeffbas  Read Replies (3) of 78510
 
Paul, something is screwed up with SI. It won't let me send you a PM. SEMI's results announced today were stunningly good, way more EPS than I expected. Q3 or Q4 might hit $1 per share. I could see $25-30 on the stock without too much difficulty, if the category remains OK. They should do a secondary at some point.
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