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To: j g cordes who wrote (25664)	3/20/2000 10:59:00 AM
From: Johnny Canuck	Respond to of 68589

Hi Jim, Here is an interesting site that covers IPO lockups. ipolockups.com To follow up on our discussion on part shortages: 09:30 ET Cypress Semiconductor (CY) 46: Merrill Lynch reiterates BUY rating; raises FY00 EPS estimate to $1.53 to $1.70 and ups price target to $60; cites SRAM supply shortage. Also KEM, a manufacturer of tantulum capacitor, is pre-announcing better than expected results due to the shortage. Tantulum capacitors are suitable for high frequency applications where size is an issue. NUHC, undervalued electronic parts distributor with 33 percent of sales in communication components: biz.yahoo.com