Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (30457)	4/27/2000 7:00:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 63513

Hi Tom, I was down at an associates office today, I was very busy, only able to make sure that the market was OK, I really like you list: haven't screened for FA yet, but it looks to me like techs are going to come back. PMCS, SUNW, TXN, RMDY, AMD, BRCD, EMC, NTAP, RSAS, SSTI, JBL, SANM, VVVI I would add FLEX as one of the best contract manufacturers, value priced in the group. BRCM is a great company. RSAS is really worth a look at for a company with EPS growth higher than it's PE. John