Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: Lane Hall-Witt who wrote (116812)	11/16/2000 2:23:29 PM
From: Bob Kim	Read Replies (3) of 120523

where was Osha nine days ago? He was pounding the table on these stocks. An excerpt from my post on Intel thread: On 11/7/2000 ML said: "We expect some near-term weakness in these stocks as inventory flushes through the OEM supply chain, but we still believe that we are in a secular investment cycle in communications equipment and that the long term growth drivers for the industry are intact." On 10/27/2000 ML said: "We reiterate our Buy ratings on the gorillas in the sector, and on the leading suppliers of WAN edge and core ASSPs, including AMCC, VTSS, PMCS, TXCC, BRCM. We continue to view our estimates on these companies as conservative."

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