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Technology Stocks : CMCI -- Ignore unavailable to you. Want to Upgrade?

To: Sandra who wrote (270)	1/5/1998 9:26:00 PM
From: Creditman	Read Replies (2) \| Respond to of 329

DIIG is a winner! I expect to see $50 in maybe a year ..maybe sooner. They are doing well. I visited one of their principal divisions recently and saw the expansion going on. First class people, great cutomers ..They have got it all. Re the TFS question ... I don't know them well but I prefer low EPS multiples. My favorite right now is TSEMF with a 9 or 10. What do they call that philosophy? Value investing?

To: Sandra who wrote (270)	1/6/1998 2:03:00 PM
From: Creditman	Read Replies (1) \| Respond to of 329

I mentioned $8 as being a short term target and good place to sell shares picked up last Friday or so. Did you? And TSEMF is up 20% since I mentioned it to you Monday too. I hope you bought in. They are an application specific chip maker ... they turn PCBs into specialized chips and the dynamics for them now is about the same as the ECM and PCB industries. They report on the 21st and I expect to see $13 to $15 by then .. the stock is $11 today. BTW the communication customers CMCI picked up are a much better fit for them than computer jobs. The margins on those kinds of jobs are usually better too.