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Technology Stocks : C-Cube
CUBE 37.40+1.1%Nov 4 3:59 PM EST

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To: Stoctrash who wrote (50740)4/7/2001 12:24:16 AM
From: view  Read Replies (2) of 50808
 
I admire you for your Guts. It seems you play both ways.

I think the communication semi companies will have a sequential decline in Q2 over Q1. Not sure if is already baked in or not.

If I were you I would keep my short on BRCM and go long on the PC semi sector. I have heard from atleast 5 different sources that PC market is showing some sign of improvement.
FYI, I currently work in the PC sector.

Just my thoughts
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