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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Charles P. Hubbard who wrote (65765)2/8/2001 11:56:01 AM
From: Perspective  Read Replies (2) of 436258
 
I still like XLNX; they're fundamentally a deeply cyclical semiconductor co. trading for nearly 40X forward earnings going into a recession. VTSS another good one.

I second MUSE and NETE, and I think EMC, EMLX, BRCD, QLGC, VRSN and VRTS are accidents waiting to happen.

AOL may have some giving to do. EBAY is a good short-and-hold as well. Little stuff like ZIXI, CDTS, and SCON may work well, too.

Disclosure: I am, of course, short all the aforementioned names.
BC
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