SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : CNXT the moderated thread
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: bob zagorin who wrote (1)8/19/2000 11:33:22 PM
From: Bernard Levy  Read Replies (1) of 150
 
Hi Bob:

Actually all the stories about the ``semiconductor cycle''
represent a gross oversimplification. Some companies
in the semiconductor space, such as all equipment makers
and companies exposed to DRAM and flash memory markets
are affected viciously by the cycle. At the other end
of the spectrum, the analog guys (MXIM, Linear) and
communication chip companies (PMCS, VTSS, AMCC) were barely
touched during the 97-98 bear market for the semis.
I expect CNXT to be in this category. However, all the
super-high PE companies (BRCM, PMCS, MRVL) may suffer
from PE contraction, but I expect they will continue to
grow even at the bottom of the next semi cycle. With
CNXT we get good growth with a reasonable valuation.

Best regards,

Bernard Levy
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News