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To: Duncan J Horn who wrote (3144)2/17/2000 6:34:00 PM
From: edamo  Read Replies (1) | Respond to of 8096
 
duncan..."gilder/atml"....thanks

i've been watching it for several months, not a guilder subscriber, but i know he can move stocks...

it has had a very even,strong upward progression, good fundamentals, desirable product,and looking for a breakout shortly....maybe a "tortoise" type that lof and jill were mentioning...

option wise the calls are not too pricey...indicative of its less then volatile past performance...if you look at a chart it is similar to say a brcm in its early stages....not saying it can match the performance stock wise, but it has a 38%+ five year growth rate, $1b revenues and a high pe of 97.......i guess a low pe compared to a rocket like cree!



To: Duncan J Horn who wrote (3144)2/17/2000 7:21:00 PM
From: Jill  Read Replies (1) | Respond to of 8096
 
I may fork out the $ for his letter. Everybody says its been more than worth it.

I just lurked the ATML list. Seems like this stock has a wild history. There seems to be some substantial nervousness over whether it can sustain and keep moving up; OTOH Edamo is a really good reader of trends and charts (I've heard that he can read a chart a hundred miles away without the help of binoculars, while he's cooking five pounds of Italian sausage and entertaining guests at the same time)