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Strategies & Market Trends : Options -- Ignore unavailable to you. Want to Upgrade?

To: edamo who wrote (4972)3/14/2000 1:59:00 PM
From: taxman  Read Replies (1) | Respond to of 8096
 
thanks.

svgi 3
astx 2

1 best timliness rank--5 worst.

among stock you mention, i'm long calls on svgi, qcom, nok, xlnx, and txn.

svgi had been a 1 previously which is why i own it.

regards



To: edamo who wrote (4972)3/14/2000 2:21:00 PM
From: taxman  Respond to of 8096
 
some of their small cap recommendations. atmi is a 2, amkr 1, etc.

regards

SEMICONDUCTOR
4241 ATMI Inc. ATMI 49 2 4 1.40 NMF NIL
4243 Amkor Technology AMKR 54 1 - NMF 74.0 NIL
4244 Applied Micro Circ. AMCC 264 1 4 1.45 NMF NIL
4245 Appld Science & Tech ASTX 34 2 4 1.55 41.5 NIL
4246 Asyst Technologies ASYT 49 2 4 1.75 NMF NIL
4249 Credence Systems CMOS 127 2 4 1.75 NMF NIL
4250 Cymer Inc CYMI 60 1 4 1.85 NMF NIL
4251 DuPont Photomasks DPMI 63 2 4 1.05 46.3 NIL
4252 ESS Technology ESST 15 2 4 1.45 17.0 NIL
4253 Electroglas Inc. EGLS 39 2 3 1.25 NMF NIL
4254 Emcore Corp EMKR 146 1 4 0.65 NMF NIL
4256 Gen?l Semiconductor SEM 17 1 4 1.15 25.8 NIL
4259 Integrated Silicon ISSI 29 2 4 1.55 NMF NIL
4260 Lam Research LRCX 151 2 4 1.50 NMF NIL
4262 MIPS Technologies MIPS 67 1 - NMF 98.5 NIL
4263 Mattson Technology MTSN 44 2 4 1.30 NMF NIL
4267 Rambus Inc RMBS 295 2 4 1.50 NMF NIL
4268 Semitool Inc. SMTL 47 2 4 1.25 NMF NIL
4270 Siliconix SILI 80 2 4 1.05 36.2 NIL
4271 Spectra-Physics SPLI 90 1 4 0.50 NMF NIL
4272 SpeedFam-IPEC SFAM 29 2 4 1.80 NMF NIL
4273 Standard Microsys. SMSC 15 2 4 1.10 31.3 NIL
4274 Supertex Inc. SUPX 29 2 3 1.05 46.0 NIL
4275 TelCom Semiconductor TLCM 24 2 4 1.35 48.0 NIL

4276 TranSwitch Corp TXCC 115 1 4 1.60 NMF NIL
4277 TriQuint Semiconduct TQNT 125 1 4 1.40 NMF NIL



To: edamo who wrote (4972)3/14/2000 2:38:00 PM
From: the options strategist  Read Replies (1) | Respond to of 8096
 
ed, thank you for your list of component stocks. This is what I was trying to get a list of. I agree with you about the component stocks.

I'd much rather have the thing (component)that goes into every product that the product itself unless of course I am flipping.

Perhaps you can teach me how to research to get this info?

jj


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