Applied Micro Circuits Corp (AMCC) Message Board

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Technology Stocks : Applied Micro Circuits Corp (AMCC)

AMCC 8.450

0.0%

Feb 3 4:00 PM EST

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To: FR1 who wrote (1670)	10/19/2001 11:45:08 AM
From: techanalyst1	Read Replies (1) of 1805

My biggest tech holding is Merq. My biggest non tech holding is THC. I have some mutual funds that I don't do anything with (although why I don't know. I've outperformed all of them, but it's just too much for me to handle everything). I have more than 50% in cash mostly from hedging my positions this last year. I think that most stocks are currently fully valued and that's why they can't go up any more and will therefore enter trading ranges. THC at least has earnings that are rising, but there are risks in that area if unemployment rises a lot or we get an overload in the health care system from bio warfare admissions that analysts don't seem to bring up. TA

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