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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (813)	2/11/2000 3:01:00 AM
From: Dr. Id	Respond to of 22706

Lindy, If you're looking at AMCC, take a look at VTSS. They are in the same industry, trade at a much lower multiple, have been quite undervalued, and this week have gone from a low of 41 to today's close at just under 72! I've been invested in them for about a year and a half and have done quite well. Today's gain was my second biggest dollar gain ever (the first being the big Q move in Dec). Dr. Id

To: LindyBill who wrote (813)	2/11/2000 5:03:00 AM
From: Sommers	Read Replies (1) \| Respond to of 22706

RE: Nokia Bill, Thanks for the AMCC heads up. In case you missed IBD's interview with Nokia's CFO (Ollie Kallasvuo) on Tuesday, I thought I'd review a few highlights. (Sorry no link) 1. Stock up 825% past 24 months 2. Targeting continued 30%-40% revenue growth for 2000 3. Going on the offensive big time, stealing marketshare from Motorola and Ericsson. 4. Currently have approx. 50% of entire cell phone market. 5. Now focusing on rolling out CDMA phones. Wants their CDMA marketshare to be atleast 50%. 6. Bought Network Alchemy (makes secure communications software to access wireless data) this week. Here's a quote from Kallasvuo: "We are a key player in shaping the mobile internet market. We will make acquisitions, mostly internet related..." I don't own Nokia yet, but this interview sounded very good for Qualcomm.