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Strategies & Market Trends : Three Amigos Stock Thread

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To: JoeinIowa who wrote (24341)	3/26/2001 11:19:33 PM
From: Sergio H	Read Replies (3) of 29382

Joe, ICST's fundies aren't too bad. Any thing in particular that you find negative? ICST is the mumber one player in their niche. I don't know enough about the market potential to judge this stock properly, but it appears that the company is banking on ADSL demand to ramp up their bottom line quickly: <As ADSL becomes the widespread standard for distributing high speed internet access to the home or home office, the demand for ADSL chips should greatly increase over the next several years. Unlike many of ICS' communications design wins that take 1-2 years to ship in volume, production of systems using these ADSL timing solutions is expected to begin within the next six months. > Large block trades were almost 50/50 today, with buying at the beginning and selling at the end. Intel has been selling shares but is still the largest shareholder. Why is it going up? They've already pre-warned about 3rd quarter earnings. All in all, I would agree with you that the stock is overpriced, although the fundies aren't too bad. Looks like Wed. is MU earnings. Good nite Joe. Sergio

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