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To: semi2000 who wrote (3321)	2/26/2001 12:19:19 AM
From: ELH1006	Read Replies (1) \| Respond to of 3661

Semi, all four of these stocks (ALSC, TXCC, ASYT, TQNT) are good picks and should do well when things turn around. I personally hold all but TXCC. As for ALSC, this is one of the more difficult stocks to predict. ALSC still looks good on the surface, despite losing a substantial amount of value due to MV declines in a number of it short-term holdings. Book value was like $17 at 12-31-00. Another cheap and beaten down semi stock is CATS. They seem to have their act together and have $2 in cash plus earnings having been ramping up over the past several quarters (.23, .40, .50 and .35) and they are selling for $4.81. Figure that one out. And of course, don't ignore MTSN, as like many, I believe it will make one a nice return over the next couple of years. Good luck and remember that pigs get fat and hogs get slaughtered. I wish I would have applied that old saying last March. Eddie

To: semi2000 who wrote (3321)	3/8/2001 1:09:37 AM
From: ELH1006	Read Replies (1) \| Respond to of 3661

Semi, our MTSN is doing great but TQNT is having difficulties. Hopefully TQNT will perk up soon. Have you ever taken a look at Universal Access (UAXS) or Fibercore (FBCE)? UAXS has a great product and is being held back to some degree by the fact that ICGE has a huge holding in the stock and may have to dump a big portion to stay afloat. FBCE makes fiber optic cable and has a backlog of $260 million at 1-31-01. FBCE is less than $4 and UAXS is 7-8 ish. I would be interested in your opinion. Eddie