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To: Bretsky who wrote (25800)	6/15/2001 4:56:23 PM
From: Dale Baker	Respond to of 118717

Hey Bretsky - almost no technology companies on my favorites list now. Looking over several months I think spending will come back to enterprise software, storage and metro networking first. I would snap up EXTR under 20 if it gets there again. Right now I am looking for companies with steady cash flow and earnings. So readers here are stuck with thrilling finds like QFAB, GY (defense electronics), HDL etc. Buying chip stocks is a roulette wheel, IMHO. Not much reason to buy anything in fiber optics just yet either, until demand picks up again. My largest "tech" stock holding is LPAC. I still think it goes to $5-6 this year. But I am spoiled with a large position from $2.