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Gold/Mining/Energy : Direct Focus Inc. (DFXI)
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To: whenitgoesup who wrote (591)7/19/2000 12:11:07 PM
From: trilobyte  Read Replies (1) of 768
 
ot--

sold some INTC today: I really don't like their reliance
on investment income (about 16 cents/share this quarter)
and bought more DFXI at 49 and 47 1/2. Can't believe the
price people are willing to sell DFXI ahead of their two
strongest quarters! Also bought a little SSTI when I saw
it dip below 90.

conference call on RFMD might provide some insight on
what to expect on TQNT. Things looked good at RFMD. But
as usual, valuations are a concern (not mine in particular,
though).

best wishes,

Trilobyte.
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