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To: SJS who wrote (13567)7/13/2000 4:56:52 PM
From: Thean  Read Replies (1) | Respond to of 14427
 
Steve, this is to make up for my long absence <GG>. Thanks for telling though, now that I realize SI does not automatically overwrite posts edited.

Look like the semi earnings are going gangbuster as expected. Waiting for the sentiment to turn. Selling into strength. AMCC could be a good example. I think it has reached a short term peak. Why would one buy AMCC here now that its earning is over and there are still so many other similar companies with equal potential to blow out earning? Why not take the AMCC profit and reroute the capital for better upside / downside risk? I dumped AMCC and picked up RFMD and more SAWS today.



To: SJS who wrote (13567)7/13/2000 5:04:07 PM
From: LiamCK  Read Replies (2) | Respond to of 14427
 
Impressive #s from ALTR. Not quite the same growth as PMCS, but very good nonetheless. At more than 2 1/2 times the revenues and 2 1/2 times the profits of PMCS, with only 2/3 of the market cap, may be worth considering.



To: SJS who wrote (13567)7/13/2000 11:00:51 PM
From: Peter V  Respond to of 14427
 
It must be that monkey-button thing. Hi Thean!


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