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Non-Tech : Invest / LTD
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To: drsvelte who wrote (14194)1/11/2001 9:41:28 PM
From: SJS  Read Replies (1) of 14427
 
Yes. There is more pronounced, but I think manageable risk for a few of these, especially around the earnings event guidance. It's all guidance right now. We know Q4 is fine for most/all of these guys.

I am long PMCS, AMCC and TXCC only. I re-entered TXCC yesterday at 31 7/8, as ST/MT play. None are hedged right now (for January), and I am evaluating hedging strategies further out, but want to hear what the companies have to say first/in conjunction with earnings. PMCS has exposure to CSCO (as you know) and CSCO reports in early FEB, so that, of course will be important.

PMCS is in my IRA. I have time. AMCC in also in my IRA. TXCC is my MT/LT taxable account.

I think the CSFB note I posted yesterday can help you. Did you see that? I cross posted it here, but it's also on the AMCC thread. I think they have the right call on the sector ST/MT. I think you'll agree LT is pretty solid right now.

If not, I will get it to you.

Steve
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