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To: SJS who wrote (8121)4/13/1999 5:18:00 PM
From: The Ox  Respond to of 14427
 
Dragon, I'll get back to you later tonight with some comments on those stocks.

SJS, PRIA is a very good one for the long haul, if you ask me. I'm not sure about the short term on the stock as I only look at it as part of a semi chip port that contains many similar stocks. I think we are still near the beginning of the next semi cycle boom so stocks like PRIA should do very well over the next 6 to 18 months. What I remember about PRIA from a while back, was that they need the Asian countries to rebound before they really start moving. We are probably starting to approach the starting gate for them. I will do some diggin, because PRIA is a company that's been on my watch list for too long...which means I've never completed my DD on them.

QWST, LVLT, Global Crossing and all the fiber bandwidth plays are getting huge exposure. Congrats to all who have been following them.

Haven't looked over the INTC report except to glance at the #s in the table.



To: SJS who wrote (8121)4/13/1999 5:18:00 PM
From: drsvelte  Read Replies (2) | Respond to of 14427
 
Briefing reporting that INTC trading down in aftermarket. . .