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To: The Ox who wrote (1906)	2/11/2002 4:44:44 PM
From: Return to Sender	Respond to of 95958

I looked long and hard at KOPN over the weekend and totally agree. I did not short VECO. Probably should have done so. Boy Don sure was right about MU breaking out today. I hope he got a bunch. I picked up 1000 shares of SMTC on an upgrade today. I've always made money on it. I think it is good for at least 37 on this run. I need to look harder at AXTI tonight. I am already in CREE and TQNT and under water but they look like they have solid bottoms in or I would not have mentioned them in my post. finance.yahoo.com Thank you, RtS

To: The Ox who wrote (1906)	2/12/2002 9:32:22 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95958

8:23AM Nortel cautious on Q1; sees profit in Q4 (NT) 6.84: -- Update -- On conference call, reiterates that customers are not willing to spend any more than they have to in the near term, which will make Q1 numbers more difficult to make. Company continues to expect a return to profitability in Q4 (consensus $0.00). 8:22AM Opening Indications : This morning's fair value figures -- S&P 500 fair value: 1112, closed 2 pts below fair value. Nasdaq 100 fair value: 1480, closed 7 pts below fair value. Current indications: S&P 500 futures are -3.70, or 5.7 pts below fair value. Nasdaq 100 is -14.0 or 21 pts below fair value... Equities look to open in the red following 2-day, largely short-covering fueled run. NT indicates softening of sales trends over past 25 days, and announces resignation of CFO. Harley Davidson subject of negative WSJ article. 8:18AM Solly: Xilinx, Altera may be on track but valuations reflect recovery : Salomon Smith Barney says that recent checks indicate that XLNX is tracking slightly above and ALTR within their 1-5% sequential growth guidance for their March qtrs; while customer PLD inventories may be improving, which is a key near-term factor in a recovery, the stocks have already priced in much of the near-term sales outlook and will probably remain range-bound until perhaps Q2/Q3. 7:12AM Thomas Weisel upgrades JBL and SANM : Thomas Weisel upgrades the EMS sector to OVERWEIGHT from Mkt Weight, and upgrades JBL to STRONG BUY from Buy and SANM to BUY from Attractive. Firm sees increasing evidence of stability in demand and production levels; and due to a more stable economic environment and a drawdown of finished goods inventories, customer forecasts show bias toward modest increases. Further, ops/balance sheets are defensively positioned for growth, provide security in case of a slowdown, and cash to finance growth. finance.yahoo.com^SOXX+^IXIC&d=t