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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 683.47

+0.6%

Nov 28 4:00 PM EST

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To: j g cordes who wrote (33634)	8/18/2001 3:41:37 AM
From: Johnny Canuck	Read Replies (1) of 68440

Hi Jim, Interesting how that article did not mention the GigE processor companies like MRVL and LNOP. MRVL bought GALT, while LNOP is just making the transition to a pure semiconductor company and will not ship product till December. The difference is that this market is emerging here and now. The GigE standard is still not approved, but as companies looks for faster connectivity at the lowest possible cost GigE seems to be winning. EXTR and FDRY both saw strength in GigE sales, though give the low base it is easy to get large percent growth rates. A growing business in a sector under pressure.

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