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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Original Mad Dog who wrote (48308)	8/10/2000 12:02:10 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 63513

I decided to break my bias against HLIT. They have been building a solid base in the $23 area, there is a large short position and they are in a hot sector. Also, I believe that all of the bad news is out on HLIT. Sitting on double bottom support at $23 and has a spread triple at $22. I'll give it a stop of $21. I bought an initial position today.

To: Original Mad Dog who wrote (48308)	8/11/2000 1:12:14 PM
From: John Pitera	Read Replies (1) \| Respond to of 63513

MD, I see the forward PE is 27 , who are their main competitors and I notice that they are maker of these specialty memory products. -----, manufactures and markets programmable 8-bit microcontrollers, application specific standard products and related specialty memory products for consumer, automotive, office automation, industrial and communications---- how close is this to the flash memory makers etc...as we know supply is in the process of catching up with demand for flash memory . on a related note I'm trying to figure out if this semiconductor cycle has truly run it's course and we are developing an oversupply situation that will gut prices? I don't have the answer to this. any thoughts Beuller, Beuller.......anyone .......anyone...... -g-