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To: LiamCK who wrote (13559)	7/13/2000 2:31:40 PM
From: SJS	Read Replies (1) \| Respond to of 14427

Look at these 2 intraday charts at 2:20 ET. EXAR VTSS An analyst who gave AMCC a 300+ target price from BOA Securities slams VTSS (compared with AMCC) and say's EXAR is a new breed of small companies doing cool things...a "mini" PMCS or AMCC. Remember EXAR? I picked that last year. I think Mike, Jeff and Thean made some dough on it. Steve

To: LiamCK who wrote (13559)	7/14/2000 10:39:05 AM
From: The Ox	Read Replies (1) \| Respond to of 14427

I'm glad I could assist you and Alex on AHAA. VTSS getting slammed pretty good and I tend to agree with Steve's assessment on them. Let me reiterate on a company I follow: SMTC. It should be on any Semi radar if you are tracking our "faves". Another stock chart that appears to be in major rebound mode is FFIV. Seems to take 2 steps up and one down lately. NT just keeps chugging along...... Small cap that has been moving is CCUR, up to 14 from 9 and change in the last few weeks, another one to keep an eye on since the last time it took off it topped out in the mid 20s. FWIW, Michael