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Non-Tech : Invest / LTD
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To: The Ox who wrote (6695)1/19/1999 1:18:00 PM
From: SJS  Read Replies (1) of 14427
 
Mike,

That's fair. I am a net bullish investor in semi's and semi equipment stocks now as their trough has been reached in 1998, and I think they are going to be on the upswing in 1999. Especially telecom semi's. I am looking at CREE, and own VTSS. I owned TXCC, but have closed my position. AMCC is being watched, as well.
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