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Strategies & Market Trends : The New Economy and its Winners
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To: Bill Harmond who wrote (4725)1/11/2001 5:45:53 PM
From: 16yearcycle  Read Replies (2) of 57684
 
I have been reviewing all the positions I have(83) and it is unreal what has happened to arba, bvsn,vign, sdli, inkt, jdsu, and csco since their early December highs. PMCS has been punished since then too, although BRCM has held up. There is no sense to it: some of these have warned, others are raising estimates, others reiterating guidance. How can it be more arbitrary than that...those are the only options after all.

The semi's bottomed 2 months ago.
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