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Technology Stocks : Ariba Technologies (Nasdaq-ARBA) -- Ignore unavailable to you. Want to Upgrade?

To: Junkyardawg who wrote (536)	11/18/1999 6:52:00 AM
From: Patsy Collins	Respond to of 2110

While I liked "SOX" stocks all year, I don't own ADI, but I do BRCM, AMAT, and INTC. ADI looks superior to INTC now. The key, at least for me, would be the "SOX" over the next quarter. Near 650 now, after a relentless climb from 500, the "SOX" could consolidate for a while before another year-end assault to 700! After that, a rest is needed. ADI, with a LT growth over 21% is in the middle of the pack of "SOX" growers. All said, I like BRCM going forward more, but might swap INTC for ADI. Thanks. Patsy