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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Aj-Ruk who wrote (43178)	12/11/2000 10:05:07 PM
From: DlphcOracl	Respond to of 57584

For those who don't mind living dangerously.... With the chip stocks giving warnings AH (AMD, Dallas Semi, etc.,), tomorrow might not be the day to buy a chip stock. However, would recommend looking at Elantec Semiconductor (ELNT) -- stock is well off of its high of 123 on 11/06/00 and has not recovered much. Current price is $44 with P/E of 53 with EPS growth rate over 100%. ELNT is a pure play on analog, with no exposure to the PC sector. However, with chip inventory backlog requiring 1 or 2 Q to work itself out, ANY chipmaker may miss earnings in Q1. Even so, with a PEG of .5, this looks cheap to me.