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To: Dale Baker who wrote (13035)	12/13/1999 2:41:00 AM
From: Sultan	Read Replies (2) \| Respond to of 118717

If any one care to, check out HUMC... Have a small position... They play in the BI, DM and connectivity sector.. Here is one take on why they may have room to move up from here.... messages.yahoo.com

To: Dale Baker who wrote (13035)	12/13/1999 6:43:00 AM
From: JSB	Read Replies (1) \| Respond to of 118717

I can't get excited about semis, either. They're definately not buy and hold stocks if you look at their long term charts. I may pick up some more FORTY to fill my position since the value of their MGIC holdings and cash exceeds their mkt cap. FORTY might be the all time steal right here.

To: Dale Baker who wrote (13035)	12/13/1999 7:01:00 AM
From: Richard Tsang	Respond to of 118717

MMKR - I like the niche market they are in, check this out (11/1): quote.bloomberg.com "Maker Communications, Inc. (NASDAQ:MAKR) - the leading supplier of High-Intensity Communications Processors(TM) - today announced the MXT5100 Edge Stream Processor (ESP) family of network processors targeted at the growing market for multi-service Wide Area Network (WAN) edge equipment. The MXT5100 ESP family along with the new EdgeMaker software application provides systems vendors with core building blocks for rapidly developing customer premise and carrier network equipment that supports integrated voice and data services over IP, Frame Relay and ATM using Time Division Multiplexing (TDM) or xDSL connections." It is more than a chip company, it is software on chips, a VoIP play, enhancing WAN applications for future wireless connections. That is enough, for now. Wait till the next earning report, it will fly then, if not now. In meeting all day today, don't plan to do anything today. Have a good day all. Rich