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Politics : Formerly About Advanced Micro Devices

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To: Joe NYC who wrote (105837)4/15/2000 2:34:00 PM
From: tejek  Read Replies (1) of 1582866
 
And other hifliers like EMLX that dropped from 225 to 41 in the last month.

What's the story with them? Do you like the company at the current prices?


Joe,

I am looking at it and some others this weekend. Names like QLGC , BRCD and FDRY. What I have read so far is that growth in EMLX's core products has slowed...one guy, D. Peck I think, said it was due to industry maturation but the more I read, it looks like EMLX is losing out to competitors like QLGC and especially BRCD. I am liking QLGC and FDRY more and more. I think BRCD is too expensive at these levels.

This is all preliminary stuff of course and I won't buy any of them until the second day of a market recovery.

ted
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