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To: Think4Yourself who wrote (82438)	12/22/2000 8:56:33 AM
From: hitsoft17	Read Replies (1) \| Respond to of 95453

energyplay and JohnQ, Thanks for the G2 on NSM. I don't hold it currently but did a few weeks back. It just happened to trigger my thoughts when I was looking at it yesterday. TXN, ADI and ALTR are my leading candidates for Semi adders. By the way, someone mentioned DNR. Besides being well managed I think I remember from their 10K that the majority of their hedges drop off at the end of the year. They are likely going to see a real lift in margin 1Q01. Hitsoft17