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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (8012)	7/26/2001 3:53:48 PM
From: Mark Fowler	Read Replies (1) of 57684

Wish you better luck on those new names.... i left for town before the session ended, I just got back. Vrsn is the one i'm interested in today. Robbie Stephens Tech Conference hearing that positive commentary coming from both National Semi (NSM +2.55) and Cypress Semi (CY +1.73) presentations at the conference. CY is seeing an uptick in ASP business while NSM is seeing better turns business as orders improve from Motorola.

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