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Technology Stocks : Credence (CMOS): Anyone out there
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To: ELH1006 who wrote (456)11/28/2000 7:50:02 PM
From: t2  Read Replies (1) of 497
 
Eddie, The semis have been a disaster. The communication semis does not really have earnings concerns but have higher valuation.
It becomes a tough choice buy the value stocks or buy stocks with good growth rates.

Maybe the PMCS, BRCM are better investments even with higher PEs. PMCS was very bullish today on their outlook; they are very confident in their presentations. The numbers out of networker ADTC tonite is a good indication of this.

I prefer to take a mix between some value plays along with some high growth. The value in communications is IDTI and think that one seems to combine value and growth in the right sector.

BTW--planning to hold onto CMOS for the long term.
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