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Technology Stocks : Creative Labs (CREAF) -- Ignore unavailable to you. Want to Upgrade?

To: Howard who wrote (9329)	2/4/1998 1:11:00 AM
From: Douglas V. Fant	Respond to of 13925

Howard (Off Topic), Other tech suggestions are SEMX and SECX, as mentioned earlier. SECX has a better looking chart of the two- SEMX will release earnings in about a week and management has hinted that earnings will be decent. SECX has no exposure to Asia; and due to selling 30% more shares late last summer in a secondary offering @ $18/share, is a good buy @ $12.50/share IMO long. SEMX is what I'd call a"stealth" DY. That's because its name includes the word "semiconductor:, but it sells to both to the telecommunications and semiconductor industries. I've followed the stock for about a year, and only discovered that fact in an offhand comment by CEO Gil Raker in last quarter's conference call. In fact SEMX's Retconn Division per Raker is overburdened with orders from a number of telecommunications companies, and is a significant contributor to the company's earnings. So the stock is a straight volume play upon semiconductor chip and cable manufacturing.... SEMX also opened a wafer reclamation factory in Singapore this quarter, so the capital cost of construction is finished. Also through its Polese Division, SEMX owns or has the rights to a number of heat dissipation technologies, which goes into the semiconductor chip components that they manufacture.... Try to pick up both stocks as usual on a pullback. Also go to members.aol.com for a few more good ideas on small cap tech stocks. Usually after the big cap tech stocks rally, then the small caps follow, if we have a true rally..... Finally avoid equipment companies generally for the short-term- they are excellent investments long-term, but overboughtcurrently inthe short-term IMO....