Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Galirayo who wrote (22382)	11/25/2000 11:48:30 PM
From: JoeinIowa	Respond to of 29382

Ray, Looks like I was getting MU mixed up with MUEI. My question on MUEI is was last quarter a fluke or what? It does not look like anyone changed this next quarters earnings at all. I'm guessing they do not have a lot of downside but also think they will be traded based on their PC sales and not their IC group. ALSC I am still trying ot decide on. They own parts of many different semiconductor companies. Their DRAM and SRAM business also has been hot lately but it is so cyclical its like riding a roller coaster. I went through one of those loop to loop rides with these guys once and it was not as much fun as you would think. Way to go getting your network up and running. When I have problems with my hitech stuff I have so many geeky friends to help out its kind of scary. Joe

To: Galirayo who wrote (22382)	11/26/2000 11:22:32 AM
From: Sergio H	Read Replies (1) \| Respond to of 29382

STXN/WCOM/OEI/ATML/AMAT Your STXN, Ditch's WCOM and AMAT, Joe's ATML and my OEI are featured in the Smart Money's screen. The list is titled BARGAINS IN GROWTH, and was compiled looking for PEGs under 1, or stocks selling at PEs at a discount to their growth rates. Stocks in the list: Following stocks on screen AA ADI ADTN AEOS ALLC AMAT APA ARW ATML BBY BNI CCL CGNX CMOS CTV CY DLX DTPI DVN ESIO FDO FSR GPT GTW HP IDTI INFS IR IRF ITT JM KEM KLAC LIN LRCX LSCC MAS MCHP MIKE MTG MTZ MU MXT NBL NFS NFX NSIT NSM NUE NVLS OCA OEI OIL OSI PH PHM PMI RCGI RCL RDN RI SAWS SCI SHW RM SSTI STXN SYMC TER TWE UDS VLO VPI VRTY VSH WCOM Sergio