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To: wlheatmoon who wrote (46712)	6/13/1999 10:45:00 PM
From: John Pitera	Read Replies (2) \| Respond to of 86076

Mike great post, you have identified the momentum stocks that are moving. I see that cnxt is involved in- Conexant supplies analog PC and fax modem chipsets and provides semiconductor products for a broad range of wireline and wireless communication applications. tqnt has the magic words--Triquint Semiconductor, Inc. designs, develops, manufactures & markets high performance analog and mixed signal circuits for the wireless communications, telecommunications & computer markets. For the three months ended 3/31/99, total revenues rose 42% to $33.7M. Net income totalled $3.2M vs. a loss of $12.3M. Results reflect strong demand for wireless communications products and the absence of $8.8M in special & $1.4M in lawsuit settlement charges. I saw the CEO on cnbc on friday and he mentioned that they make the gallium arsenide chips, the same product that RFMD makes, Gallium Arsenide seems to be very hot this past year. All of these stocks should be great buys on the next significant market sell-off the type that we got last Aug and Oct. John