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To: SJS who wrote (11630)	1/24/2000 8:56:00 PM
From: Thean	Read Replies (2) \| Respond to of 14427

Steve, you forgot RFMD. It closed at a new high today. Did you sell it? Look at this chart: siliconinvestor.com Very simple to interpret - Gap up, fill the gap, turn back up to close at all time high. The support was also nicely the intraday resistence level of last Friday. Not bad at all for a down day like today. Want to see more of the same? Now see VLNC's chart: siliconinvestor.com Now see VLNC's Feb 25 call option. Still out of money but it is fetching 12% premium on bid. The stock is heading higher. tradepbs.com

To: SJS who wrote (11630)	1/24/2000 9:12:00 PM
From: The Ox	Read Replies (3) \| Respond to of 14427

Perception vs. Reality. According to Zacks (via AOL) VTSS FY00 eps estimate: 66 FY01 eps estimate: 95 AMCC FY00 eps estimate: 67 FY01 eps estimate: 98 Current P/E VTSS: 103 AMCC: 273 Forward FY01 P/E VTSS: 50 AMCC: 150 I find it a bit amazing that AMCC should command more than 2.5 times the P/E that VTSS has. VTSS is out of favor right now, there's no doubt about it. I guess I question where the market stands on this particular feud. I'm as high on AMCC, as a company, as I am on just about any of the ones I follow but I think there is a serious problem with these valuations. I simply do not agree that AMCC is 2.5 times the company that VTSS is. I can justify, slightly, the P/E that VTSS commands but I can't do the same for AMCC at this stage. I will be shocked if AMCC can grow at double VTSS' growth rate over the next 16-18 months. This is not a pitch to buy VTSS.