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Technology Stocks : Actel [ACTL] -- Ignore unavailable to you. Want to Upgrade?

To: wolfdog2 who wrote (489)	2/4/1998 10:59:00 PM
From: Larry J.	Read Replies (1) \| Respond to of 674

Wolfdog2, This thread is just so active that if William, CJ, and I didn't have a little off topic dialogue now and then it would be dead altogether. I don't recall seeing your ON TOPIC contribution to the thread. Why don't you crawl back under the rock you came from. Larry

To: wolfdog2 who wrote (489)	2/5/1998 2:41:00 PM
From: William Grady	Respond to of 674

Wolfdog2, Right now the thread doesn't have a problem with too many posts(for example: no posts at all Jan 18 through Jan 23); actually it has died many times; CJ, Larry, and myself like to post often enough to at least keep it alive. I think if you go back to our earlier posts you will find some good information on Actel. We were researching and posting this information when Actel was under $11 a share and nobody seemed to give a damn about it. Check out these posts for youself: www3.techstocks.com www3.techstocks.com www3.techstocks.com www3.techstocks.com Wolfdog2, please feel free to post any information you might come across on Actel as this thread needs more post and interest. William Grady

To: wolfdog2 who wrote (489)	2/6/1998 10:49:00 PM
From: Larry J.	Respond to of 674

IP reuse encounters obstacles: techweb.com (Article states Actel is developing a 66MHZ, 64-bit PCI core). Hot stuff! I have been researching the semi's extensively over the last few days, and ACTL is still IMO one of the best buys now with very limited downside, as John East (CEO) has already stated that he sees growth in the current Q. ACTL held up very well in the 4th Q compared with their EPLD comp. Granted they are small turning $38M Q's vs. ALTR @ 157M (Q4), XLNX @ $148M, & Lattice @ $60M, but this is also part of the allure, as year over year comparisons can and I believe will be much greater on a percentage basis once revenue from MX kicks. I'm strongly considering taking a "real" position in ACTL next week despite the low volume situation. I want to own ALTR, but there are still lingering concerns over too much inventory on their books and in the channel (distribution). Larry