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 : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: xcr600 who wrote (3418)	7/21/2000 12:40:39 PM
From: Logain Ablar	Respond to of 30051

x: IMO we have seen some very good pockets of strength in the tech sector. EMC in storage. Very good guidance and bodes well for the SAN sector. SUNW in servers. Again indicates the builtout is going well. Good for the structure providers. Switches, fiber, etc. IBM gave good guidance. INTC gave good guidance. LU has some execution problems. Their fiber business is going well. MSFT - indicates a pc slowdown. Will be a drag on the NDX. semib2b is down to 1.2ish. Still healthy but indicates we may have reached the peak in bookings to shipments. Equipment companies taking it on the chin. ASYT had a low b2b (over 1 though). Money is rotating out of the sector and has been for a few months. SNDK, SSTI had good quarters and gave good guidance as well as AMD & INTC. Flash is strong right now. Should be at least thru year end BUT market is in jitters after SSB downgrade. QLGC had a good quarter and ANCR had over 9M in sales. A blow out quarter for them. Now they just need to hit $12+M and show earnings next quarter and QLGC will be back into $140 - $160 range. Just some comments. Tim