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To: The Ox who wrote (13659)	7/20/2000 7:37:53 PM
From: SJS	Read Replies (1) \| Respond to of 14427

I agree...the field is narrowing ever earnings reporting period. I've getting a very good distilled sense of who the consistent chippie winners are, the thoroughbreds, so to speak. PMCS and AMCC are clearly at the top. TXCC is a close second, and should be getting more respect because it is doing absolutely fantastic. TQNT is a rock steady performer, and a strong re-investment candidate. I am waiting for reports on KOPN and KEM. I think KOPN got ancillary shrapnel from CNXT, which is unfortunate as their business future is really CyberDisplay. Once management address this next week in the earnings report, the stock will move back up without missing a beat, IMHO. I like KEM, but as I mentioned on the KEM thread tonight, someone bought over 2000 August 30 puts. We'll have to watch this carefully. I've long since dropped: CNXT, GNSS, GALT. I dropped HELX today. In the optical space, my winners are: NT for optical equipment/optical switching (less for components) JDSU/SDLI for components SCMR for up and coming gorilla GLW (don't own it...yet).

To: The Ox who wrote (13659)	7/21/2000 10:28:02 AM
From: SJS	Read Replies (1) \| Respond to of 14427

OK. We're going to tap your knowledge and experience, then. There seems to be a difference this quarter. I think that we're used to seeing the earnings numbers play a dominant role in what turns people on/off, but this Q were seeing the emergence of the "SEQUENTIAL" factor as being almost as important: 1) Revenue Q over Q 2) Earnings Q over Q 3) Top line vs bottom line (ie earnings QUALITY). Are you seeing the same thing? How do you rank the important of these, and are there any others that WS is particularly interested in. I want to cookie cutter these metrics for an earnings barometer for next Q, and thought your experience would help. Any other comments welcome too. I know Mike has a particular vocational knack here....<g>. Steve