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To: KevinThompson who wrote (42956)	12/8/2000 9:51:48 AM
From: KevinThompson	Read Replies (1) \| Respond to of 57584

Should have bought TXCC yesterday. Another one that DO has been recommending. 09:32 ET TranSwitch (TXCC) 40 5/16 +3 23/32 (+10.1%): Robertson Stephens recommends aggressive purchase of stock at current levels, as firm sees no exposure to the inventory correction as opposed to PMCS, AMCC and BRCM in the same space Now up over 7pts. I don't want to chase anything in this market. Got to buy these before burst days... KT

To: KevinThompson who wrote (42956)	12/8/2000 9:13:02 PM
From: DlphcOracl	Respond to of 57584

Kevin Thompson: In addition to the semi-equipment makers NVLS and AMAT, take a look at the ECM's (electronic contract manufacturers). They have sold off drastically and have NOT participated in the NASDAQ rally this week. I think many investors and institutions mistakenly think that their fortunes are reliant upon the health of the PC sector. However, the best of breed in this sector (FLEX, SANM, JBL, and CLST) have little exposure to the PC's and have moved away from this sector for years. If you are looking for great tech bargains with significant upside potential, a basket of stocks in this sector should do well in 2001. Outsourcing is a trend that will only be stronger going forward.