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To: foundation who wrote (76644)	7/14/2000 4:26:06 PM
From: Ruffian	Read Replies (3) \| Respond to of 152472

< their new fab starts running; > What?

To: foundation who wrote (76644)	7/14/2000 4:49:05 PM
From: METMAN	Respond to of 152472

Benjamin ... sounds like BOA took out RFMD, VTSS, and PWAV today too, all with the Korea "slowdown talk". Sounds like they are creating a nice buy opp for themselves. Long term, these are top notch players ... with as much downturn as most of these have had, I personally think that unless the press rehashes the noise again ... a lot of the price is already in. However, we can always count on our friends at CNBC to have some fun with this .... By next fall, these companies will have looked cheaply priced right now .... regards, metman