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To: Czechsinthemail who wrote (15446)9/7/1998 5:16:00 PM
From: Andrew Vance  Read Replies (1) | Respond to of 17305
 
*AV*--It could follow through to VTSS as far as eireless telecom is concerned. However, operative words are SPECIALTY CHIP companies. If you do a good deal of homework, you will be able to focus on the less precarious groups of companies. Briefing.com indicates a slowing down of the wireless sector order yet I see some progress in the SYMBIAN cooperative in Europe. I am looking for the long term and may overlook some on the potholes along the way.

Andrew



To: Czechsinthemail who wrote (15446)9/7/1998 8:17:00 PM
From: Dale Knipschield  Respond to of 17305
 
Baird, et al

Based on world market performance, tomorrow looks to be a huge day. What will you be buying? I may pick up some DELL, AMD, and DG. DELL is a "gimmie", AMD is a "maybe", but will probably pop for a couple of points. DG is way off its highs, and due to split soon....could be a big moneymaker in short order with very little downside risk. I'm also interested in purchasing some more ASYT, but AV won't answer my questions on it, so I see that as negative. PSEM should also move up some, as P/E using projected earnings is now down to 7.3. Picked up some IDTI last week @ 4 1/2. Will sell at 5 1/2 tomorrow if it pops that high.

Good fortune!

Knip