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Non-Tech : Invest / LTD

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To: The Ox who wrote (13765)8/10/2000 10:06:36 PM
From: SJS  Read Replies (1) of 14427
 
mike,

I'd like to work with you on this... Can you define the band you wanna use for "small" & "midcap" for now? However, I don't know if the run for the next 3 years will be as good as this wave was. You had semi capex spending re-starting UP, coupled with optical and internet mania all converging at the same time. That's a tsunami, my friend.

Steve

PS: Just looked at MTSN, incredible how this fell back to where I owned it. 3 other I think warrent additional review: ANEN, EXAR, SPW.

Steve
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