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To: SJS who wrote (13538)7/12/2000 4:04:14 PM
From: drsvelte  Read Replies (3) | Respond to of 14427
 
KEM ... bought some Monday. DLJ analysts see no slowing of capacitor demand. VSH looks good as well.

AHAA had an interesting trip today. Anyone still in it?



To: SJS who wrote (13538)7/12/2000 4:04:24 PM
From: The Ox  Read Replies (1) | Respond to of 14427
 
Hi Steve!

Do you follow NXLK - NextLink?

They have done very well for me (famous last words).

Looking forward to AMCC's earnings! Should be a nice shot in the arm, I hope.

ENGA just came up on a chart review I was doing. Nothing there that looks real attractive other than the chart.

I'm still tracking KEM and KOPN...good luck with them!