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To: The Ox who wrote (13734)8/3/2000 2:16:13 PM
From: SJS  Respond to of 14427
 
Mike,

After years of talking with you and TD, CM, BD, etc. My three top broadband chip players continue to be AMCC, PMCS and TXCC. They are the ones to hold.

NT in the mid to high 60's would be a good entry point, or lower.

Steve



To: The Ox who wrote (13734)8/3/2000 2:29:17 PM
From: SJS  Respond to of 14427
 
Misconception is opportunity. Many people recently thought (incorrectly) that SSTI was lumped into the wireless chip segment, which is being slaughtered.......

NOT!
__________

14:11 ET Silicon Storage (SSTI) 55 5/8 -3/16 (-0.3%): Responds to concerns that a slowdown in the cellular components market would negatively affect its business. Reiterates that products sold into the cellular handset industry accounted for less than 2% of its revenues in the Q200.


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