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To: chic_hearne who wrote (13990)8/26/2000 5:32:23 PM
From: UnBelievable  Read Replies (6) of 436258
 
Whats Your Current Feeling About the Various Infrastructure Index's and Companies?

There did not seem to be any adverse reaction to INTC announcement of the increased size of the P4's. I saw similar comments to those you posted here about it significantly reducing their capacity. Were there other offsetting announcement that made up for this negative or is the market just choosing to ignore the fact?

Do these types of changes auger well for AMAT and other suppliers to the chipmakers?

While it looks like $SOX might be at a cycle high on Friday and have the capacity to put a damper on the NAZ this is the new error, and it is not clear that outside of chips the semi's really understand cycles. Except when it is explained to them by some confused analyst. <g>
Is there any basis in technology for JNPR's 2000 + PE. It makes CSCO look like a bargain.

And what about PWER? My understanding is that they provide power supplies for telecommunications equipment and some computers. Is there any significant difference between their bricks and those available from any of the 50 or so lesser known suppliers? It seems that while the market has recognized (a least relative to prior valuations) a retrenchment in the telco's and computer markets. PWER seems to be ready to test 52 week highs. Pretty heady stuff for a supplier of a supplier of what I understand to be a fairly commodity like passive component maker.

I would be interested in your perspective as someone working in the industry. Is some hype more equal than other hype?
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