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Strategies & Market Trends : Stock Watcher's Thread / Pix of the Week (POW) -- Ignore unavailable to you. Want to Upgrade?

To: QuietWon who wrote (14387)	9/3/1999 1:57:00 PM
From: StkProfit$	Respond to of 52051

Took a chance a little while ago on the dip. Bought IATR & IATRW. We'll see how it goes over the long weekend. Enjoy the weekend! Forget about your stocks until Monday night! :-)) -Mark I am OUTTA HEYAH!!!

To: QuietWon who wrote (14387)	9/3/1999 1:59:00 PM
From: BarbaraT	Read Replies (1) \| Respond to of 52051

RFMD -- just received the email with the following information: RF Micro Devices & Xilinx siliconinvestor.com Edward Hemmelgarn of Shaker Investments (216-921-2950), provides the following stock ideas on RF Micro Devices (RFMD 43 7/8) and Xilinx (XLNX 70 3/4). Below is the write up. RF Micro Devices is what you, could call a "stellar performer." Their stock has zoomed from a low of $3 a year ago, to a high of $44 recently. They are the market leader in power amplifiers for cellular phones. These amplifiers allow a cellular handset to be more efficient and have a longer battery life. "RF is selling to everyone and has a significant portion of the market," says Edward Hemmelgarn of Shaker Investments. "Their largest customer is Nokia, which has a competitive advantage over other cellular makers. The cellular handset market is growing 50% a year. Because RF has better and cheaper products, they are able to get more than their share of the market." He thinks they can expand their margins as they better utilize their existing facilities. He thinks they will "substantially beat" current earnings estimates, with their stock appreciating 30% to 50% sometime within the next year. Another company Edward likes is Xilinx. They are the largest maker of programmable logic devices. He explains that historically, programmable logic devices have grown at 30% to 35% a year and are growing faster than the overall industry. "One of the things happening lately is a new function called Internet Reconfigurable Logic (IRL) devices. Once installed in a piece of equipment these devices can be reprogrammed over the Internet. IRL devices will save both time and money because a technician does not have to physically go to a site and change or reprogram a circuit. This innovation will drive the programmable logic device market over the next five to ten years." Edward believes that Xilinx will be able to grow revenues in excess of 40% annually, during the next three to four years. Hemmelgarn figures that Xilinx will earn $1.44 for fiscal year ending in March of 00' and $2 in 01' compared to estimated earnings of $1.34 and $1.71 respectively. He thinks their shares will move much higher within the next year.