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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Sonki who wrote (21054)10/24/1998 11:35:00 AM
From: studdog  Read Replies (1) | Respond to of 50167
 
Sonki,
FWIW, I have been poring over the semis and have been building positions. DS is one of my top picks, along with TXN, CY, ADI, and LLTC. DS is ther only one I have added to in the last week.

Karl



To: Sonki who wrote (21054)10/30/1998 7:06:00 AM
From: IQBAL LATIF  Respond to of 50167
 
PMCS sierra needs a look too.. \psft is abattered but have a good visibility as we go out, for me BMCS BAAN SAP are also stocks which are selling at much lower multiples to their peers if we look at growth rates they just lie above line of regression but if I draw a circle around this line of regression we may see these three stocks looking nice..


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