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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (565)3/14/2000 8:11:00 PM
From: Logain Ablar  Read Replies (1) | Respond to of 30051
 
Zeev:

I mentioned to Steve that BRKT is a safer play on ISPD with BRKT owning some 55% and it has a pretty decent earnings multiple.

I'm still on the sidelines with BRKT and another semi I like at this level ESST. The licence from MIPS and make chips used in the dvd players with good contracts with the Chinese.

VLNC is back in a caution zone with the late day sell off. I wish it would pop like CDTS <gg>.

Tim