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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (21822)	12/4/2000 4:14:35 PM
From: edamo	Respond to of 65232

jill..."explosive"...almost doubling in three months isn't too shabby......but it has been explosive in a subtle way....sort of stealth like, no one paying much attention to it..... atml, my largest holding.....held down by a cloudy overall future of chip makers, very cheap....why buy it? stocks like atml need to get above 20, before they are noticed...it has about a bil cash on the books.....sales are booked....i give it two more quarters before it is discovered.... ip plays like rmbs or qcom.....one lower risk, the other very high risk intc causes me no concern...believe they will stay ahead of their peers technology... fed will move...succumb to geopolitical pressure....