nice job, Ranger... CIEN and JNPR were up today
great strength during this Tech Bifurcation
some NewTechs held up well, while OldTechs fell more
with INTC, MSFT down 50% severely, and CSCO and ORCL down 30% from highs, OldTech generals have given clear indication of changing tech winds
enter the NewTech leaders... expensive but tremendous prospects
did you see the drubbing BRCM took, down 21 pts (9%) ???
fell in sympathy with the chips
I like this Finneran guy from Unterman
he cited three tech stocks for reco purchase
AMCC: Advanced Micro Circuits, a Gilder fave
they gots fiberoptic connectivity chips for diverse markets
WAN, LAN, SONET, ATM, FibreChannel, HDTV
a Who's Who list of bigtime customers
PMCS: PMC Sierra, a McNamee fave
they gots nifty DSL, ATM, SONET chips and much more
both their customer list and competitor list are Who's Who
GLW: Corning, the transformed one
they sell kitchen glass skillets and saucepans that cook up a storm on fiberopt networks
probably the most relatively cheap fiberopt leader stock
they have an added advantage of a steady current of staple product, namely thick fiber LEAP line
/ Jim |
