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Technology Stocks : Actel [ACTL]

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Nov 7 9:30 AM EST

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To: William Grady who wrote (484)	2/3/1998 12:18:00 AM
From: Larry J.	Read Replies (1) of 674

Welcome back William! We need you, as this thread is almost dead. I thought perhaps you bailed and missed the run. Glad to see you didn't. You'd think with a stock that's rallyed 20% + in the last few weeks it might attract some more investor enthusiasm. There's a couple of good articles re: growth of semi's in general and a few specifics on ACTL (re: intellectual property as it relates to FPGA cores) in the current issue of Electronic Buyers News. I looked for the Web version (CMP media) but couldn't locate same articles. I'll post excerpts when I have more time. Re: CS, I am considering adding more if a pullback to low $14's. I think this will be a big gainer 12 mo. from now. Although, as you may have noticed I spend the vast majority of my time on the ASND thread which is also far and away my largest holding. ASND's outlook is much improved. NN dissapointed after the bell though, so there may be pressure on the networkers tomorrow. Regards, Larry

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