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To: IEarnedIt who wrote (14448)1/12/2000 9:42:00 PM
From: SultanRead Replies (2) | Respond to of 118717
 
You are welcome... I had posted SVGI as one of the laggards of the semi quip. makers but I should also have mentioned another one, SFAM.. It has moved up about 3 dollars or so in a week's time but it is worth checking out... Another one that used to be worth 45-50, two years ago... Still a good balance sheet, losses going down per last qtrly results and last standing company of it's kind in terms of specialization which has relationship with likes of NVLS and a potential take over candidate (NVLS competes with AMAT and AMAT has units that compete with SFAM, hence the speculation that NVLS might take over SFAM at some point) ...



To: IEarnedIt who wrote (14448)1/12/2000 11:06:00 PM
From: Richard TsangRespond to of 118717
 
I agree, JD. AXNT is an example of turnaround play. My entry was way back in April when they were beaten down to the single digits.

OTOH, I also like to pick up some potential quick risers, such as ADAP, WPNE and BLSW. Good balance is key.

My wireless group helped offset some of the losses today: ADAP, DMIC, PCMS, MCOM and HWYM are all up. Only 2 downs: SW.TO and WAVC. It is obvious that money is rotating into this sector.

Rich


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