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Technology Stocks : John, Mike & Tom's Wild World of Stocks
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To: John Pitera who wrote (2365)6/11/2001 8:30:57 PM
From: Jorj X Mckie  Read Replies (1) of 2850
 
John, I think that you need to look at which components are on the interface cards. You are looking at PMCS, AMCC, JDSU...basically your optical chip and component doods.

Understand though, that I am not saying that this is necessarily the right time to buy. Looking at PMCS and AMCC, I see more weakness in their future. I might start picking up some shares of PMCS in the low 20s. I would have to dig a little bit to figure out who would be hurt.
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