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To: edamo who wrote (29963)	1/26/2001 8:56:33 AM
From: Venkie	Read Replies (1) \| Respond to of 65232

I am learning the hard way...I almost feel like I should start going to Vegas...

To: edamo who wrote (29963)	1/26/2001 10:29:23 AM
From: im a survivor	Read Replies (1) \| Respond to of 65232

Ed, How'd you like atml's report and forward guidance.... Nice to hear them say they are expecting 4 healthy and robust qrtrs ahead.......not many companies are expecting to do well for a qrtr or two...atml feels their diversity will enable them to propser greatly. For instance.....they have similar flash revenue to that of sndk and ssti, which are more pure play flash companies. However, flash is only a part of atml's core business. Additionally, I believe they said they now have far more customers then one year agon, and not any one customer is responsible for a large chunk of their business....in other words...a slwodown at motorola or etc, is not going to effect atm's business. Anyway, I like atml under $20 as I feel the downside is (hopefully) minimal, with much upside potential as well.....whatch think ? What about ssti.....The company will now announce earnings on feb 1st. They claim the delay was simply because they just finished their best qrtr ever and there are alot of numbers and they want to ensure they get it straight....sounds strange, but could be true. Also, several big boys came to their defense and said they recommend taking advantage of the FUD created by delay and sndk to pick up ssti on the cheap....any idea's on it......Uncle frank posted some concerns about possible problems in asia......who knows what we will hear on the 1st, but so far Bing as been nothing but positive and they are coninuing expansion to handle demand. Any thoughts on it? What I like about both atml and ssti is they are growing quickly, have decent PE's, emerging markets, have been whacked down to decent levels, have experienced some basing and pullback and at $15 or less, neither one can fall as much as sndk did in just a few hours, or brcm and pmcs in a few minutes <ggg>....Boy when I see these high dollar stocks ( yes I used to have alot of those $150-$300 stocks) go down $25 in a blink, it makes me want to rush out and sell everything with a high price and buy stocks that are $20 or less. i realize price means nothing...it's the valuation, number of shares and etc.....but sheez, it seems like anything that has a high dollar cost per share, gets whacked...and some that don't ( sndk going from $45 - $30 overnight )get whacked as well. It is also disheartening to watch 3 weeks of nice steady gains disappear on one day. It took 3 weeks to get my ssti, rmbs, jdsu and sndk moving nicely, only to watch it all disappear in one day. Yesterday, I sold several things that I still had small profits in, just to ensure I dont let a profit turn into a loss....shoulda sold them all higher, and was planning to, or cover by fed meeting. yesterday caught me off guard. I thought yesterday and today we would make a pre-fed move to 3000 at which time, I had plans to sell or cover a bunch of stuff. Anyway, I took some small profits yesterday, but kept plenty on the table that I am still underwater with ( rmbs, jdsu, wcom and etc...) and even added some ssti when it was way down and added some atml as well.......TIA Keith

To: edamo who wrote (29963)	1/26/2001 12:05:53 PM
From: T L Comiskey	Read Replies (2) \| Respond to of 65232

ed.....spoke with a good friend who is on the design team at xlnx.... said all is well and they are All working hard and putting in long hours..... Gleaned no 'extra' news....but this individual was up beat and optimistic.... Though a little upset at the markets perception of X Best.... T