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Technology Stocks : Stock Swap
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To: Andrew Vance who wrote (15494)9/17/1998 3:29:00 PM
From: Czechsinthemail  Read Replies (1) of 17305
 
Considerable weakness among some of the specialty chip companies like VTSS, AMCC, and network companies such as XYLN. Some may be related to the Alcatel dropoff.

On the other hand semi equips such as AMAT, NVLS and CYMI seem relatively strong. I'm wondering if we're seeing a shift of money from some of the stronger performers to more washed out stocks as people begin to look over the valley to the climb beyond.

Baird
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