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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (6358)	10/17/2000 10:02:04 AM
From: Bosco	Read Replies (1) \| Respond to of 30051

Hi Tim - thx. Yes, while I only ve ATML, I ve the benefit of watching the whole grp b/c of the SNDK and SSTI following here. So, they look precarious at best! However, my bet in ATML is only in part due to her flash properties. I like her deal with Siemen to acquire the UK fab. With the UK govt kicking in another $38MM, while I ve no solid #s, I think she is getting the asset on the cheap. ATML also gets hit with her wireless exposure. But considering she is well below the max pain lvl and recent PO, I figure my down side is limited, so I continue to average down as I jettison others. Well, unsafe investing is not new to me anyway :) best, Bosco