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Addi, sorry you missed that move up in ELNK. To be honest I am holding some spare cash to take advantage of possible bargains in the techs. But I am concerned that we could have continuing difficulties as a result of the SE Asia situation for several months. When I think we are getting past the crisis, I expect to buy into TXN, MOT, VTSS, VECO, DPMI, LTXX, AMAT, LSI, VLSI, and/or a couple of others. Otherwise I like the telecom stocks, ATI, QWST, QCOM. I also have been buying things like CTEC (medical stock) .. I consider all of these "high-tech" stocks, but am favoring those that aren't so directly semiconductor related for right now. Good luck, Addi! TSO |
