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Technology Stocks : Applied Micro Circuits Corp (AMCC) -- Ignore unavailable to you. Want to Upgrade?

To: Trader Dave who wrote (542)	7/5/2000 7:45:50 PM
From: SJS	Read Replies (1) \| Respond to of 1805

Dave, They do. However I have to go on what I've been able to pick up from reporting on this. This is mainly from CNBC and Briefing.com, along with other comments on SI, RB, YAHOO, and the usual "here and there". CNBC reported that the sectors/products "framed" were: flash memory, power chips (like those for cell phones...), and DSP's. They said the report excluded PMCS and BRCM, but AMCC was relatively flat and PMCS was way down. Go figure. Some ancillary shrapnel hit TXCC (possibly because of SSTI)and other casualties include PMCS (who knows why ...cause I don't...) VTSS, and some of our other favs. I'd like to think we'd have a reasonable analyst pushback tomorrow. A small pro-semi call has already started today. This has been such a fun sector to be a part of that the vacuum created for high-growth investments when semis and the technology tangentials start going down will not be good for the market's health in general. Opticals, comms, wireless and biotech will continue to be some rotating "oasis'", but it's more fun running on all 8 cylinders. Steve

To: Trader Dave who wrote (542)	7/6/2000 11:12:02 AM
From: SJS	Respond to of 1805

Dave, Niles chimes in. What's interesting here is these guys are defending their pet favs, but the chip industry, as you aptly pointed out, is HUGE is scope with sectors and niches. To try to place a timing call the entire thing as one entity is luncacy. Some stuff will cyclically slow down, but other stuff will continue strong. ___________ 10:42 ET Niles Defends Chips : Lehman analyst Dan Niles out in defense of chip sector; says that Salomon Smith Barney analyst did not make a bad call; however, believes that if the analysts was attempting to time top of the market, the call was off; Niles would stick to PC names such as INTC, AMD and MU.