Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Jean M. Gauthier who wrote (23088)	4/19/2000 5:25:00 PM
From: Eric L	Respond to of 54805

Jean, << bought PMCS, BRCM and NTAP at 20% off... Unfortunately, they are 50% off now .... <smile> >> I did EXACTLY the same thing (NTAP & PMCS but not BRCM). OUCH! However, here is what Jon D. Markman has to say about them in a recent discussion of his mechanical models: moneycentral.msn.com "Pay most attention to the MVP Growth and Redwood Growth names, such as Sun Microsystems (SUNW) Network Appliances (NTAP) and PMC Sierra (PMCS). The market may occasionally wildly overshoot the right price for the shares of these firms, and take them down a few notches for one to nine months, but you can be quite sure they will never vanish in a cloud of smoke and mirrors." Hoping someone will disect PMC Sierra here. it gets some mention but I don't recall if anyone is doing a Project Hunt presentation on it. - Eric -