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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Razorbak who wrote (2104)	3/21/2001 10:33:42 AM
From: chowder	Respond to of 23153

Hi Razor! You asked Jim for his tech picks but I hope you don't mind if I add mine. In telecommunications, assuming the market has turned, you have to like GX. They are years ahead of everyone else in getting their system into place. The semiconductor stocks should lead the tech rally once it comes about. A lot of the semi's are tied into telecom companies. RFMD would have to be one of my favorites. AMD should be strong and they are taking business away from INTC. ADI's chips are proprietary, therefore little or no competition. Optics? LPTH! (nuff said!) OK, maybe GLW. This is a starter list. I hope it's of use to someone. dabum

To: Razorbak who wrote (2104)	3/21/2001 10:34:48 AM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 23153

Razor - I want to try to catch the bottom of the next semi cycle. Unlike many techs the semi's earnings seem to be pretty predictable once they start the next up cycle. AMAT, LSI, (maybe INTC) along with a few others. Not sure about the SUNW, ORCL, EMC and CSCO's yet. Still think AMAT could hit 25 before this is all over. At least low 30's are in order. Until the semi's bottom techs have found no firm support. Book to bill out for the semi's tomorrow. We need to see Intel cut cap ex and the semi's to account for slower growth world wide and then I'll start to get interested.