Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Invest / LTD -- Ignore unavailable to you. Want to Upgrade?

To: LiamCK who wrote (11976)	2/10/2000 6:14:00 PM
From: Thean	Read Replies (1) \| Respond to of 14427

Liam, RFMD is currently a clear laggard among the semi. However, its one year gain still towers over many semi's that are hot today. It had its run. Its next run will start this spring/summer as its new fab coming on line. When wireless access become super hot, I would see the pure plays such as RFMD and PHCM taking off like that of VTSS today. Until then, it is only an also-run with its peers. TQNT reported blowout earning after the bell and it is already up another 10% on Island. So for now there is no stopping the semi's. The money keeps chasing them and buys on every dip. Until they become way, way overextended like the B-to-B stocks of last month, I'm afraid the trend is UP. Short term RFMD's support is at $95 on a neutral to up day for the semi's. $95 is the recent breakout point. However, in a strong selloff I don't look for $95 to hold.

To: LiamCK who wrote (11976)	2/10/2000 9:37:00 PM
From: Jeffrey Beckman	Read Replies (1) \| Respond to of 14427

Liam, CUBE: Technology guru, Gilder, reportedly recommended it (on approx. 1/21), mostly on the strength of the semiconductor division that doesn't go to HLIT. I don't think details of this spinoff are available, but it carries a constant valuation of around $18-21, considering the anticipated HLIT shares. I've seen mentions of a 40% revenue growth for this division, but this would need verification. Owning CUBE slightly dilutes one's HLIT ownership, but since I already owned some of the latter, it seemed a reasonable way of adding shares, particularly with Gilder's enthusiasm (g). Jeff