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Non-Tech : Invest / LTD
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To: SJS who wrote (13567)7/13/2000 4:56:52 PM
From: Thean  Read Replies (1) of 14427
 
Steve, this is to make up for my long absence <GG>. Thanks for telling though, now that I realize SI does not automatically overwrite posts edited.

Look like the semi earnings are going gangbuster as expected. Waiting for the sentiment to turn. Selling into strength. AMCC could be a good example. I think it has reached a short term peak. Why would one buy AMCC here now that its earning is over and there are still so many other similar companies with equal potential to blow out earning? Why not take the AMCC profit and reroute the capital for better upside / downside risk? I dumped AMCC and picked up RFMD and more SAWS today.
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