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To: Broken_Clock who wrote (8851)	6/9/1999 6:04:00 PM
From: The Ox	Respond to of 14427

Papaya King, I do NOT even consider MU in the same category as the companies in my specialty semi portfolio. I posted the portfolio on this thread quite a while ago. Of course they are all subject to overall market sentiment and after this run could be due for a serious back fill move. Looking into the future, they still continue to be very high on my list of stocks to own for the next couple of years. It's pretty impressive to see that the $53K investment in these stocks is now worth $210K!!! RFMD and MMCN are the "laggards" and are only up 175% and 189% respectively! AHAA, with a split adjusted entry price of a little over $6/share is the leading % gainer at a whopping 533%. I jumped in QWST a couple days ago, so far so good! The US West rumor was holding it back. RIG looks like it's making a base. Not sure the selling is over if oil prices dip. If oil prices stay more or less where they are over the next year or go higher, then buying RIG at this time is an easy choice in my book.