Technology Stocks & Market Talk With Don Wolanchuk Message Board

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Strategies & Market Trends : Technology Stocks & Market Talk With Don Wolanchuk

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To: sandeep who wrote (7221)	1/31/2003 1:19:25 PM
From: dvdw©	Read Replies (1) of 207845

Actually Sandeep the predictability of the drop in stocks like CSCO and AMAT is not at all surprising. CSCO has 7 Billion shares in it's trade float, CSCO will be in distribution for a long time and as we move forward and the communications priorities shift, CSCO's share of the market will be challenged if they are out of place even a little. AMAT has a whole different set of problems, two of which seem totally unclear to everyone, there are new technologies coming on stream at INTC and STM which yield improvements within their product lines but dont requre any CAPEX, these will be process changes to existing Production lines, these subtle changes will have a big impact on performance yet people are not picking up on this at all. Everyone is focused on the past, what was, not what will be. There is a ton of positive momentum out there but its not in the names people generally know and trust. By summer things will be a lot clearer.

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