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To: Mr. Aloha who wrote (122)	11/2/1997 7:02:00 PM
From: Mike Hagerty	Read Replies (1) \| Respond to of 582

GET READY FOR CHRISTMAS WITH OBERWEIS' TOP 10 TECHNOLOGY STOCKS by Jim Oberweis ÿ It's that time of year again: the Christmas shopping season for technology stocks! Large corporations and telephone companies are getting ready to spend billions of dollars as they tap into their enormous technology budgets. Also, retail consumers spend 70% of their electronics dollar at Christmas. In honor of the season, I have put together a Top 10 list of some of my favorite companies that are capitalizing on the most important trends in technology today. Telecommunications is advancing at an incredible pace, largely due to a worldwide deregulation trend in telephone, cable TV and wireless services. Soon, public utilities will have to compete for customers. I especially like the opportunities in fiber optics and digital wireless. 1. Ciena Corporation (NASDAQ: CIEN) is a $4.8 billion market-cap company. Ciena created a fiber optic product, called a Wave Division Multiplexer, that converts one fiber channel into 16 while increasing its speed from 2.5 gigahertz to 40 gigahertz. Ciena supplies Sprint and Worldcom and will start supplying AT&T in early 1998. Estimated calendar 1998 EPS: $1.45. 2. Datum Inc. (NASDAQ: DATM) is a major beneficiary of the move to digital communications. Datum has an 80% market share of the rubidium clock market. These clocks are necessary for synchronizing the complex digital signals in transmission base stations. Estimated calendar 1998 EPS: $1.80. 3. Anadigics Inc. (NASDAQ: ANAD) is one of three manufacturers of gallium arsenide (as opposed to silicon) semiconductors used for digital phones. Anadigics is the leader in CDMA phones, the most popular model. Estimated calendar 1998 EPS: $1.60. 4. Galileo Technology (NASDAQ: GALTF) designs and manufactures "pre-designed" systems-on-a-chip solutions for the networking companies, such as Cisco and Bay Networks. These chips are building blocks for Ethernet, Token Ring, Sonet, SDH and remote access chips. Estimated calendar 1998 EPS: $0.65. 5. P-Com Inc. (NASDAQ: PCMS) makes radio transmitters for wireless digital cellular transmission towers. The company's point-to-multipoint system is the most technologically advanced in the industry, offering voice, data and video wireless network services. Estimated calendar 1998 EPS: $1.40. Advances in semiconductors are also accelerating. Chip size, measured in microns, is shrinking at an exceptional rate, increasing performance exponentially. 6. Cymer Inc. (NASDAQ: CYMI) is the only company currently supplying an "excimer" laser to the semiconductor industry for etching a circuit pattern down to a 0.25 micron size. Intel, Samsung, Motorola and other large semiconductor manufacturers buy Cymer's laser equipment. Estimated calendar 1998 EPS: $2.50. 7. Micrel Semiconductor (NASDAQ: MCRL) manufactures mixed-signal analog-to-digital conversion chips for converting the human voice to digital status. These crucial chips are used in the new digital cellular phones. Estimated calendar 1998 EPS: $1.00. One of the hottest topics in technology right now is the Year 2000 conversion project. All software code has to be modified so the computer knows 2001 is not 1901, for example. Dates were traditionally programmed using only the last two digits. These Year 2000 companies are also capitalizing on the big outsourcing trend of maintenance programming for mainframes and mainframe extractions for client/server conversion. 8. IMR Resources (NASDAQ: IMRS) has been a huge success in landing large multi-million dollar contracts from the world's top companies. IMR contracts to perform the Year 2000 conversion work and typically wins the entire mainframe outsourcing contract. Estimated calendar 1998 EPS: $0.70. 9. SEEC Inc. (NASDAQ: SEEC) has a unique approach to Year 2000 conversion, called "windowing," that more cheaply addresses the problems of the medium and small corporation. Estimated calendar 1998 EPS: $0.75. My last Top 10 pick is actually a medical device company. 10. Spine-Tech Inc. (NASDAQ: SPYN) is the leader in spinal fusion titanium cages, with 55% market share. This is the biggest advancement in the treatment of back pain in 20 years. These cages replace spinal screws, making back surgery a quick outpatient procedure with minimal pain and easy recovery. Estimated calendar 1998 EPS: $2.00 Jim Oberweis is president of Oberweis Asset Management Inc. and editor of The Oberweis Report, a monthly newsletter consistently ranked among the top newsletters for total return by The Hulbert Financial Digest. Oberweis Asset Management may own shares of the companies mentioned in this article. Mr. Oberweis may be reached at 951 Ice Cream Dr., Suite 200, North Aurora, IL 60542. Telephone: (800) 323-6166. ÿ