Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (34438)	11/7/2000 11:43:35 PM
From: mariner	Read Replies (3) of 54805

DS As a long time PMCS holder I'm not selling. Is there a risk that system suppliers have built too much inventory and will slow things down for a couple of quarters - yes. Does that portend a long term or cyclical downtown? I don't think so. While I don't have any particular insight/firm data, I personnally would use any massacre in BRCM/PMCS/AMCC to add to long term positions. While maybe not pure G and K plays, they do seem to be awfully well managed companies, in tornado like markets. While there may be more risk, I think the real risk is to be scared out of such good companies, given the long term build out we are seeing in the infrastructure sector. All imho. PS: You guys sure know how to run a cliff hanger of an election!

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