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Strategies & Market Trends : The Thread
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To: DebtBomb who wrote (39433)3/21/2001 9:13:28 AM
From: 2MAR$  Read Replies (2) of 49816
 
Comm ICs : Hearing from sources at Robbie Stephens that the firm is noting the bleak mood at the Optical Fiber Conference, and believes that the Jun qtr might be even worse for the communication chip companies than the Mar qtr. Judging from the price action in AMCC, PMCS, and VTSS yesterday, this bleak outlook already made the rounds.
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