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To: Thean who wrote (12626)	3/27/2000 7:47:00 PM
From: drsvelte	Respond to of 14427

Thanks for the SAWS news. I am long too. I think I would add AMCC to your "top gun" semis. Still rolling along.

To: Thean who wrote (12626)	3/27/2000 9:04:00 PM
From: SJS	Read Replies (1) \| Respond to of 14427

Thean, Your semi list is good. I think you should add AMCC as a T1. Flawlessly rising since the fake rumors about their bailing on a conference were dispelled. KOPN moving up nicely today, and CNXT packing down the bottom of the trough for a hard bounce north. Anyone watching IBM? Wow. Here are a few more to consider: MCRL, HELX, AMKR, DITC, EMC (I hear the split's "in the bag"). WAP space: PUMA, XTND, PHCM Waiting for: APH (pullback), EXAR, SIII Steve