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Technology Stocks : Virata Corporation (VRTA) -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (101)	8/18/2000 2:06:05 PM
From: 5dave22	Respond to of 195

Hello thread, I'm thinking of going long with a medium-sized investment. What is the educated consensus in the current quarter, given the unprobable backlog and the strike? Does everyone here feel the $.06 consensus is reachable? What about revenues? QOQ & YOY look outstanding! TIA, Dave

To: pat mudge who wrote (101)	8/18/2000 2:21:06 PM
From: Danny Chan	Respond to of 195

Pat. It seems to be very volatile to keep buying DSL stocks without taking advantage of it and trade them a little. Also consider the basket approach as the sector is just emerging and no clear leader in sight yet. I like VRTA a lot, but still I invest in both GSPN and VRTA, plus some ITXI today. I prefer chip makers as they tends to have broader coverage of the market than equipment makers unless you buy diversified equipment leaders such as ALA. Good luck.