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To: Bill Harmond who wrote (86107)12/3/1999 1:06:00 PM
From: HG  Read Replies (1) | Respond to of 164684
 
But Bill, its caught in a downdraft ? Isn't it wise to wait for 71 ???



To: Bill Harmond who wrote (86107)12/3/1999 1:09:00 PM
From: Mark Fowler  Respond to of 164684
 
Ok thanks and have you looked at Affx this looks really good here, in fact, it'll be stronger near term than MU, please do feel free to watch it.



To: Bill Harmond who wrote (86107)12/4/1999 10:49:00 AM
From: 16yearcycle  Read Replies (1) | Respond to of 164684
 
Bill,

Will this be a long term position for you?

I think txn, and ntap should become core positions. Do you have brcm?



To: Bill Harmond who wrote (86107)12/5/1999 4:19:00 PM
From: Mark Fowler  Read Replies (2) | Respond to of 164684
 
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