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To: Perspective who wrote (104854)	5/25/2001 12:01:42 PM
From: oldirtybastard	Respond to of 436258

I recently started GOTO and MCAF, TIVO today, HOMS forever, re-entered RIMM a few days a go. With you on AMAT, MU, and MXIM, and XLNX, also in CCMP and a few others in storage and software, but those are all longer term positions. think NVDA will be good when it cracks but I'm still very small there I keep away from SCON and CDTS since one news release is all it seemed to take to get them to story stock status and people are still clueless and enough in awe of superconductivity to buy with their eyes closed, but that was only my last impression of them and that was months ago so maybe I am missing out there.