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To: Boplicity who wrote (4440)8/31/2000 12:14:27 PM
From: Selectric II  Read Replies (1) | Respond to of 13572
 
Greg,

Any thoughts on Triquint (TQNT) or Nvidia (NVDA)?

-TQNT makes, among other things, gallium arsenide chips, mostly for wireless telecom.
-NVDA makes 3-D graphics processor chips for high-end pc graphics cards and has deal for the MSFT x-box chip.

Both have solid earnings & growth rates, and p/e's that seem more reasonable than most, despite runup.

Disclosure: I'm long both.