SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : Triffin's Market Diary -- Ignore unavailable to you. Want to Upgrade?


To: Triffin who wrote (99)3/3/2000 1:15:00 PM
From: Triffin  Read Replies (1) | Respond to of 869
 
BC: STURDY FOUNDATION

To: Sommers who wrote (1066)
From: Sommers Friday, Mar 3, 2000 11:35 AM ET
Respond to Post # 1070 of 1073

RE: If I Could
If I could build a house, I'd make the foundation of CSCO and INTC, earthquake proof. The roof would be QCOM, protecting me from typhoons and ice storms. The front door would be JDSU, ominous, yet like a welcome beacon in the night. The wiring would be high-end ELON and the walls CREE. The floors would be solid WIND and GMST. The formal spiral staircase leading to the upper, more private and luxurious rooms would be handcrafted by NTAP. The large bay window overlooking the Sound would be a BRCM custom job, but all the others from AMCC and PMCS.

I'd furnish my house with state-of-the-art collector pieces from BRCD, XTND, RFMD and a few from XLA and TERN. Occasionally, old friends would come and go. I'd surely make new ones, but some would drift away or like PSFT and SAP, get dropped cold. Nonetheless, I'm warm hearted and would always keep a spare room and a candle lit for MSFT, in case he couldn't make it home and needed a place to rest.

My front yard would be simple, not attracting attention. In the back I'd plant a few trees from XYBR, CNXT, TERN, TUTS and maybe even PALM. With water and proper care, they might provide some shade.

This wouldn't be a flashy house, just comfortable and safe for my young family to grow.

If I could, I would.

EOM -------------------------------------------------------



To: Triffin who wrote (99)3/7/2000 11:07:00 AM
From: Triffin  Read Replies (1) | Respond to of 869
 
BC: HAD TO SWING

JNJ @ 68 trading for 3X Revenues
PG @ 58 trading for 2X Revenues

Just too compelling to pass up ..