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Technology Stocks : ISSI a great opportunity -- Ignore unavailable to you. Want to Upgrade?

To: Ram Seetharaman who wrote (1000)7/31/2000 12:22:53 PM
From: John McDonald  Respond to of 1058
 
Ram...Yeah, my broker spoke to Gary Fisher this morning. Fisher said ISSI only has 5% exposure to telecom and its only for base sets. Everything is great with no problems at all in sight. Earnings will continue to be great. The sell off was due to analysts only.



To: Ram Seetharaman who wrote (1000)7/31/2000 3:09:02 PM
From: Paul Kern  Read Replies (2) | Respond to of 1058
 
Ram,

When an important analyst sez something, it becomes a self-fulfilling prophesy. He sez they're going down,they go down, and he's right once again. So he gets a raise and we get a buying opportunity.

I sometimes wonder if maybe his firm would like to pick up some inventory in these stocks and hints that an industry-wide downgrade would be good for the people who sign his paycheck.

Paul


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