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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (84652)10/29/2000 3:04:28 PM
From: Spekulatius  Read Replies (1) | Respond to of 132070
 
Zeev - I started to look at the GaAs chip stocks ANAD and RFMD. It seems to me that ANAD is getting cheap even though I am not buying yet. Do you think that these companies could be insulated from the chip downturn? What company in the GaAs universe do you like most?



To: Zeev Hed who wrote (84652)10/29/2000 4:02:38 PM
From: LowtherAcademy  Respond to of 132070
 
Zeev, thanks for your input. Although I like SSTI,ATML,
basically I'm scared to death of meltdown, so, as much
as I'd like to jump, I'm real nervous. Your brief post
certainly enforces my murky thinking--plus, based on
what I've read on your Web Page in the past(you impress
the hell out of me. lol) Guess I'll sit on the side lines.
Thanks for taking time to share your opinion.
Lew