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To: quidditch who wrote (1038)	4/11/2000 10:59:00 AM
From: Boplicity	Read Replies (2) \| Respond to of 13572

MOT gave us a tell yesterday. The reason they are having problems is because of semiconductor shortages and margin dec. in handsets. not because they are not selling enough product. I see this as good for QCOM, and other manufactures as mention in the below from Beefing.com. <<10:25 ET MOT Beneficiaries : Brokerage firms looking for companies that look good on the basis on MOT news; Merrill Lynch semi analyst says that benefit CY, TQNT, and ATML; ABN AMRO says that strength in broadband business should benefit SFA.>> This from Crammer << Taking Advantage of Collateral Damage By James J. Cramer 4/11/00 10:26 AM ET Click here for the latest from James J. Cramer. OK, take a deep breath. Motorola's (MOT:NYSE) problems can't be contained to just Motorola. But personal computers? Smoking. Capacitors and transistors? Smoking. Storage? Huge. Broadband? Fantastic. The collateral damage is so great that we have to switch to the buy-side for trashed tech. We know the semis are strong and we didn't hear anything on the Motorola call to say otherwise. But people can't take the pain of tech and they want out of all tech. This is one of those days where homework matters. Motorola's major problems got caused by shortages, not people avoiding its cell phones. So we are looking for winning companies that sell into the wireless sector. And there is nothing wrong with the Cisco (CSCO:Nasdaq) world at all. Collateral damage can be bought without risking your neck. But the Motorola call really did scare people. We have to buy when people are scared, if they are scared for the wrong reasons. >> Also, INTC can't make enough product, they have started a 6 billion expansion program, I'm looking for ther semi sector to come back as leader, once the selling stops. Here is something from Red H. <<In my opinion, it's only the beginning of the beginning -- a valuation reevaluation event, if you will. The market will pause, as it has often done, to reassess who the real winners are. It'll pick companies like Oracle (Nasdaq: ORCL), EMC (NYSE: EMC), JDS Uniphase (Nasdaq: JDSU), Cisco (Nasdaq: CSCO), Broadcom (Nasdaq: BRCM), and America Online/Time Warner (NYSE: AOL), which represent high-quality, high-growth new economy stocks.>> I own all those other then EMC. redherring.com Here is an Optical IPO today, this takes guts to come out a day like today. << 10:37 ET Bookham Technology (BKHM) : ADRs of UK-based optical components manufacturer indicated to open $30 to $32, after the IPO priced at $15 53/64. Goldman Sachs leading the 199.3 mln share offering. >> I see the optical sector coming back as a leader we get ETEK earnings after the bell today, this should help. Greg