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.

Technology Stocks : CNXT the moderated thread -- Ignore unavailable to you. Want to Upgrade?

To: bob zagorin who wrote (1)	8/19/2000 10:49:39 AM
From: Albert Mou	Respond to of 150

Who is Harris & Jefferies? I hope this works! I been running between Yahoo, here and ragingbull. Only Ragingbull.com is still a sane board now but not available at this moment. check out www.freeedgar.com for the latest s-4 filing merge with Harris and Jefferies. I don't recall that I ever read this news before. Is this a new merge. On the first glance, H&J produced revenue of $5.8 millions for first 6 months and bring down $921,000 to the operating income. doesn't look like a dilutive deal again, does it? input please

To: bob zagorin who wrote (1)	8/19/2000 11:33:22 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 150

Hi Bob: Actually all the stories about the ``semiconductor cycle'' represent a gross oversimplification. Some companies in the semiconductor space, such as all equipment makers and companies exposed to DRAM and flash memory markets are affected viciously by the cycle. At the other end of the spectrum, the analog guys (MXIM, Linear) and communication chip companies (PMCS, VTSS, AMCC) were barely touched during the 97-98 bear market for the semis. I expect CNXT to be in this category. However, all the super-high PE companies (BRCM, PMCS, MRVL) may suffer from PE contraction, but I expect they will continue to grow even at the bottom of the next semi cycle. With CNXT we get good growth with a reasonable valuation. Best regards, Bernard Levy