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Technology Stocks : Excel Switching Corporation (XLSW) -- Ignore unavailable to you. Want to Upgrade?

To: semi2000 who wrote (162)	7/9/1999 12:09:00 AM
From: tejek	Read Replies (1) \| Respond to of 222

You didn't ask but let me tell you what i know: RFMD: great chip company, excellent fundamentals, has its own fab (an important consideration now a days); only problem is its near or at a new high; i missed getting in at $40 about a month ago. AMCC: Good company but also near its new high GNSS: Good company on which I made excellent $ last fall and then again early this year. But there is a problem now with competition but I can not remember what it is ......i have been out of the stock for 4 months now. ESST: Chip company in a turnaround; strong upward trend but if its true to form it will tank a bit after earnings.....thats when you should get in.....check the charts; I think its low point is about a month to two months after earnings.

To: semi2000 who wrote (162)	7/9/1999 8:53:00 AM
From: Ram Seetharaman	Read Replies (3) \| Respond to of 222

GNSS : RATING - STRONG BUY! Revenue - $ 31 million Market Cap - 260 million Expected earnings growth - 40 % R&D relative to sales - 29 % Annual Sales growth - 100 % - wow! Pretax profit margin - 28 % ESST: RATING - MODERATE BUY Revenue - $ 218 million Market Cap - 315 million Expected earnings growth - 10 % R&D relative to sales - 14 % Annual Sales growth - 70 % - wow! Pretax profit margin - 25 % AMCC: RATING 4-STRONG BUY 5-MODERATE BUY Revenue - $ 105 million Market Cap - 1380 million Expected earnings growth - 31 % R&D relative to sales - 21 % Annual Sales growth - 23 % Pretax profit margin - 20 % RFMD - RATING STRONG BUY Revenue - $ 153 million Market Cap - 1670 million Expected earnings growth - 42 % R&D relative to sales - 10 % Annual Sales growth - 23 % - Pretax profit margin - 16 % MLIN - RATING - HOLD Revenue - $ 48 million Market Cap - 40 million Expected earnings growth - 20 % R&D relative to sales - 25 % Annual Sales growth - 7 % - DULL! Pretax profit margin - 16 % LOAD UP ON GNSS, ESST, RFMD, AMMC!