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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Mark Fowler who wrote (4829)	1/16/2001 1:57:27 PM
From: Si_Detective	Read Replies (1) \| Respond to of 57684

give your favorite semis here thanks Mark, I like SNDK, GSPN, SMTC, ADI, MXIM, LLTC, MRVL, TUNE, GNSS SIMG... I read Janus have lltc and mxim as top 10 holdings. But i won't buy mxim, lltc at current price if you don't have a position yet, I'll buy when they dips, which I expect it'll happen after lltc's earning tonite. Gnss and simg are two small cap that I like very much. Simg looks ready to make a run here, just like tern and puma. I've a double on those two and taking some off the table this morning.