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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: WTMHouston who wrote (7389)	8/13/2000 4:04:45 AM
From: Moneybags	Respond to of 10293

Take a look at RADN (wireless infrastructure), and CEGE (cash value plus holdings in ABGX [12%] are considerably more than the share price). Both are top notch. I am long both. Best regards.

To: WTMHouston who wrote (7389)	8/13/2000 4:04:53 AM
From: Bill Wexler	Respond to of 10293

OK, let's take a look at the 5 year chart of AVX: finance.yahoo.com I'm actually somewhat familiar with this company (though I have never owned the stock). 1999 was an unusually good year, and the momentum crazies drove the stock up even further in 2000. There is nothing wrong with the company, but if business is "only" good next year or - worse yet - flat, the stock will get hammered. I still think it's going to be hard to make money in semis/components in the near term.

To: WTMHouston who wrote (7389)	8/13/2000 12:13:47 PM
From: sky_guy_two	Read Replies (3) \| Respond to of 10293

Beaten-down Semi Screen >>I agree that easy money in semis was made in late 99 and early 00, but at the prices and multiples some are trading at now and given the likely revenue and earnings growth well into next year, at least, many are selling at incredible bargain multiples. For example: VSH, KEM, AVX, SILI and to a lesser extent DIOD, AMK. I am sure there are many more.<< Here's a few more candidates for beaten-down semiconductors: PrChg Proj Last Price 13wk% EPS Qtr Fwd Grow EPS P/E 1. MTCH Metron Technology N.V. 8.188 -51.12 25.00 0.25 7.75 2. EGLS Electroglas, Inc. 18.375 -39.38 19.00 0.60 8.48 3. AMD Advanced Micro Devices 57.750 -32.60 16.78 1.26 11.90 4. LRCX Lam Research Corporation 21.938 -34.27 20.73 0.43 11.95 5. ASMI ASM International N.V. 23.813 -19.62 25.00 0.50 13.21 6. AMKR Amkor Technology, Inc. 23.000 -48.17 23.80 0.43 15.20 7. CY Cypress Semiconductor 39.250 -20.91 19.38 0.60 15.95 8. HELX Helix Technology 28.625 -30.18 25.00 0.50 16.46 9. BELM Bell Microproducts Inc. 25.375 57.97 20.00 0.36 17.77 10. PSIT PSi Technologies Holdings 13.250 -6.20 30.00 0.20 18.30 11. NVLS Novellus Systems, Inc. 44.375 -9.67 28.31 0.60 20.09 12. LTXX LTX Corporation 17.750 -40.83 25.00 0.29 20.15 13. IDTI Integrated Device Tech. 65.438 50.87 30.00 0.70 21.24 14. DPMI Dupont Photomask Inc. 60.563 0.41 20.00 0.52 21.46 15. TLCM TelCom Semiconductor 18.063 -28.11 38.33 0.24 21.81 16. ACTL Actel Corporation 35.125 10.20 20.00 0.41 22.68 17. DS Dallas Semiconductor 34.938 -14.00 19.80 0.41 22.73 18. BRKS Brooks Automation, Inc. 37.875 -44.30 21.50 0.51 23.60 19. LSI LSI Logic Corporation 33.438 -32.45 21.07 0.32 26.63 20. ATML Atmel Corporation 26.813 -31.90 24.14 0.29 28.25 21. FEIC FEI Company 27.563 47.99 20.00 0.24 28.50 Some of these stocks are very compelling -- prices down 30% or more, strong earnings and low forward P/E ratio. AMD, ATML, LSI, CY certainly deserve a second look at these valuations.