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Strategies & Market Trends : Rande Is . . . HOME
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To: maverick61 who wrote (31761)8/10/2000 4:08:47 PM
From: DlphcOracl  Read Replies (1) of 57584
 
maverick61: I do not really follow AMD and cannot comment. I do not like CNXT for the same reason I do not like ANAD --weak relative strength the entire year, even earlier this year when chip stocks were soaring. I do not know the precise reason, although I read several posts stating that they were losing market share to players like PMCS, etc. RFMD is very heavily tied into the wireless handset sector; the vast bulk of their chips are for wireless handsets. With NOK and ERICY both reporting decreasing wireless handset sales over the next several quarters, I'd be careful about RFMD.

P.S. For the above reason, I dumped all of my NOK shares after they announced their recent earnings and warned of weakness in future quarters.
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