Silicon Laboratories Inc (SLAB)

(A Top Pick Jan 26/05. Down 36%.) Face the opportunity for single chip cell phone technology to penetrate the low end of the market. Went up 30% and he sold. Looking at it again.

(Picked when it was 30% lower.) One of the big trends is low cost mobile handsets. This company has a platform technology which can generate a lot of products. One of the few companies that can integrate analog and digital technologies on Cmos circuits.

(Was a top pick on Mar 11. Up 1%.) Still likes. Don't buy at these prices. Wait for pull backs.