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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (1498)	7/12/2000 1:19:51 PM
From: John Pitera	Respond to of 2850

Just some history. I would invest in AHAA over CNXT BUT AHAA is having some issues (I don't know what they are but the stock looks sick) and I'd wait for a bottom to be set before entering. I think it obvious, the market is concerned about a revenue slow down, lower margins and overcapacity from QCOM, to RFMD, ahaa, NOK's big sell off 2 weeks ago. even T, wcom and fon are weak on the above concerns. thanks for reminding me (again) of CNXT losing business to RFMD. RFMD's margins were better than CNXT. when the market gets shaken like it has with QCOM, AHAA, you need the Quarterly numbers to come out, as well as the forward guidance to see how business is doing. The market is expensive and either your business is accelerating and so is your stock price or it's not accelerating and then your stock is too expensive..at least in tech. John