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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Dana Johnson who wrote (40826)	6/22/2000 2:22:00 AM
From: Jorj X Mckie	Respond to of 63513

Dana, I think that enough companies have come out saying that component shortages can be a problem, that you have to take it seriously. With JBL and SLR confirming this, I would assume that the market has already priced this into SANM and despite these concerns, the stock is still looking very healthy. SANM was due for a little pullback, but it just broke a triple top after a nice little consolidation phase. It looks like a potential long at this price to me. I am out of the loop on CNRS and IARC. Haven't been following them at all.