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To: The Ox who wrote (11607)	1/24/2000 9:04:00 AM
From: JHR	Read Replies (1) \| Respond to of 14427

Anybody know anything about Dobson Communications(cellular communications) or Therma Wave(semi conductor instruements). Fidelity has them as coming IPO's.

To: The Ox who wrote (11607)	1/24/2000 9:33:00 AM
From: SJS	Respond to of 14427

MIke. Good point. With this market, people are looking for secondary, tertiary and even quaternary plays. With TOC moving into optical technology, they figure in the supply chain for some of the capacity starved larger fish. I submit another stock to watch here that's NOT overvalued, NOT way over the BB's and NOT an internet stock. TXCC. Looking pretty good for a continued move up. You and doc have traded this successfully. I think it's a good upside trade here. I've been suspecting (but who knows????) that they expect pretty good earnings, based on PMCS, AMCC and other already reporting. Steve