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Strategies & Market Trends : Three Amigos Stock Thread

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To: JoeinIowa who wrote (27732)	1/3/2002 4:58:33 PM
From: Crossy	Read Replies (1) of 29382

Good evening to all on this fine board Today was semi and photonic day. Probably because of the end of tax loss selling and the January effect. My recent YEEHAW candidate CLTK moved up as well as the other semis I recently purchased: AGRa, CTS and SRAM.OB. Plus the 55% jump in ONNN where I still had some shares left. All are trading at a discount to their group average, although ONNN currently has a capital deficiency and I couldn't recommend it so easily as the others. I'm eyeing ATML for a mid to longterm long position. Feel its PSR of 2 should not get much lower. Current price just looks too good to be true and they are a major player in SiGe (Silicon Germanium) (SRAM.OB and ONNN, MOT an IBM also have this capability) Photonic / fiberoptics also boosted ahead. My exposure here is rather limited right now but that could change in the course of the year. Strategically and product/market wise I like AFOP best in this group followed by ADLT (a tad risky financially). In small cap component stocks you should give INRD.OB a real look. That one has a defence connection plus their main fiberoptic photonic crystal capabilities. all the best CROSSY

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