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To: Casaubon who wrote (346)	2/15/2000 10:56:00 PM
From: Hawkmoon	Respond to of 967

Well... looks like we're livening it up a bit.. I don't think it is too late for AXTI. May make a bit of retracement first, but these semi-conductors stocks are starting to act like internets based upon the need for Galium Arsenide for high bandwidth switches. Seems that GA is being considered preferable to Silicon in these applications. Watch INVN for a bounce tomorrow. They announced disappointing earnings today and are currently showing a bid/ask of 3 x 4 1/8 indicating it will tank at the opening. I think they have some VERY interesting stuff going on with landmine detection, which should be VERY lucrative for them in 2000 and beyond. They also have $19 million cash and only 12 millions shares out so they will be well below book value. They stated that the decrease in revenues was due to delays in some of their Explosive detection orders. But that's like AOL tanking because of too many people using their service and clogging the modems. I've been watching the mania in LOCH which also involves demining technology of some sort. If half the fervor surrounding their activities is transferred to INVN over their demining technology (supported and tested by DOD/DARPA), that stock is going to fly. So any chance to buy INVN below $4 is a table pounding buy. Regards, Ron