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To: Return to Sender who wrote (3528)	3/15/2000 7:44:00 PM
From: Fred Fahmy	Read Replies (1) \| Respond to of 3645

Return to Sender (OFF-TOPIC)- Do some research on SBSE. It sold off sharply today in the Naz fall and I believe represents excellent value at these levels. An impressive 5 year track record of both earnings and revenue growth. Much of their business use to be space and defense related but they have been trading that in for more communications business. They had 14 new design wins last quarter alone, 8 of which were in the communications sector. The biggest problem (if you can call it that) is that the stock is not well known (at least not yet). RSYS is a competitor and look at the valuation it receives for prospects not any better. I bought SBSE at 22 in the fall.....until the last two days it had been consolidating in the low 50's. This sell-off (based on nothing) presents a buying opportunity IMO. It may go down a little further but I think it is worth monitoring. I may add a little myself. If you get a chance to do some homework on this one, I would like to hear your feedback. Good luck, FF

To: Return to Sender who wrote (3528)	3/15/2000 8:14:00 PM
From: wily	Read Replies (1) \| Respond to of 3645

Value galore: ENER *RW Just announced today a 51/49 JV with GE (GE gets the 51%) to manufacture DVD-RW disks. If it's rewritable, then it's got ECD (Energy Conversion Devices) phase-change technology inside. Little ECD beat out all the biggies in the battle to become the standard in optical rewriting technology. With DVD recorders about to inundate the world (not to mention DVD-RW drives), this is going to be a huge winner, and SOON! siliconinvestor.com OUM The Holy Grail of memory technology. Non-volatile, fast, eminently scalable and simple and cheap to make. The electrically-switching version of the same phase-change technology that is used on RW disks. In January 1999 ECD formed Ovonyx, a 50-50 JV with Tyler Lowrey, the famed, former chief technology officer of Micron Technology to develop Ovonic Unified Memory (OUM). There is no technology close to development now that comes even close to combining the qualities of OUM for speed, achievable density, and economy of manufacture. In November Ovonyx signed a licensing deal with Lockheed Martin for rad-hard applications, and in January Ovonyx signed a licensing deal and received an investment from Intel. Part of the Ovonyx team is now at the Intel Santa Clara plant developing production prototypes for Flash applications. Flash, in case you need to be told, is an exploding market right now and Ovonyx' technology blows away everything that is out there now. Intel has its eye on the embedded market further out, as OUM is extremely easy to integrate into present logic manufacturing processes. Listen to the Lowrey interview on WallStreetReporter and check the Ovonyx website for technical info on OUM. wallstreetreporter.com ovonyx.com ovonic.com quote.bloomberg.com ovonic.com H2 (The Economy of the 21st Century) This could be easily as big or bigger than either of the above two. ECD's metal-hydride storage technology is the world-leader in efficiency and practicality. Most of the recent runup in the stock-price from $9 to the 20's is because of ENER's fuel cell participation (although the technology isn't exactly a fuel cell. But they are working on that too...) ENER has a memorandum of understanding with Shell Oil for developing an H2 storage system and is in talks with other large oil companies. ovonic.com BATTERIES Based on NiMH. Almost all the hybrid-electric auto's being made now use NiMH batteries, and ECD's are the best and getting better. This is a contested space with Li-ion and Li-polymer batteries making a lot of noise. The winner is not clear, but NiMH has proven itself a worthy entrant because of its good performance and stability. A mass market is needed to provide economies of scale in manufacturing. NiMH batteries are also gaining share in the small-battery marketplace and offer many advantages. **PHOTO-VOLTAICS ECD doesn't have the lead in efficiency per surface area, but they do have the lead in efficiency per weight and also are the most durable because of the amorphous technology they are based on (phase-change, again). That's why they are the PV of choice for space applications. The stock can be had cheaply now, because they are suffering from their history of not making money. Their markets simply haven't developed until now. Also, a great technology like OUM takes many years on the vine before it becomes ripe, and this is happening now. Check it out. wily

To: Return to Sender who wrote (3528)	3/16/2000 4:02:00 AM
From: Mani1	Read Replies (2) \| Respond to of 3645

RTS, To me "value" stock is the one that is fundamentally sound and has solid earnings track and is cheap based on PE Vs. growth. My favorite value play is COHU. It is my favorite semi equipment stock as well. Rock solid management, great product and technology, rapidly growing earnings and revenues. Absolutely SOLID company. Very strong market share with high barriers to entry. Forward PE is less than 20! Very strong cash position and it has a tiny dividends as well. I can't say enough good things about them. Mani