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Non-Tech : Invest / LTD
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To: LiamCK who wrote (13570)7/13/2000 6:47:42 PM
From: Thean  Read Replies (2) of 14427
 
Just noticed that PMCS is selling off in the afterhour. Maybe there is still a bloated pig category afterall despite the blowout numbers. PMCS and BRCM in particular have almost completely ignored the softness in the specialty semi land of the last two months, so maybe it is massive profit taking time.

I have been accumulating the beaten down semi's like AHAA, ANAD, AMCC, RFMD, CNXT, SAWS and DIOD going into this earning since their valuation is really more comforting now. These semi's are still growing at breakneck pace but their multiple are reasonable, some even in line with their next year growth rate (except RFMD which is still a bloated pig but with a far superior growth rate potential of course). Parted with AMCC today. Will part some SAWS and AHAA tomorrow, hopefully all of them next week after another runup of 20 - 30%.

Need help. I erased the message from SI where I can give someone a free SI membership. I forgot what the procedure is. Can someone share that with me? I have someone in mind whom I want to invite. Thanks.
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