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To: Laszlo who wrote (13911)	1/16/2000 8:02:00 PM
From: Laszlo	Respond to of 118717

I brought you SEMX on January 3 at about $7, and the stock has since hit $9 (backed off a little, but strong). Earnings are coming out February 15 and I believe they will report something in the $.20 per share range for the quarter, and nearly $1.25 for the year. The stock should soar. I think it'll hit $10 before earnings, and if the street understands the value, a P/E of 15 may be low, making it at least a $15-20 stock. Please let me know what you think about SEMX. It's a great play in the semiconductor and telecom infrastructure industries. Laszlo