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 : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Glenn D. Rudolph who wrote (557)	5/25/2000 12:27:00 AM
From: Tradegod	Read Replies (2) \| Respond to of 57684

Hi Glenn, no opinion on VIGN, but I'm avoiding VERT for now. The BtoB seems to have lost interest among the traders and I'm afraid it's gonna lag other sectors if this rally holds. This is just a gut feel and not based on any sophisticated chart work. I also think that I'd focus on techs with earnings for the leadership in a recovery. One that confuses me is ATML. It was a momo stock and has been halved. My understanding is they are one of a few providers of key components (flash, etc) for cellular and other non pc hot items. These items are severely constrained which makes me think that business should be brisk. Yet other semi's are showing much more life. Any thoughts?