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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Volsi Mimir who wrote (124382)9/21/2000 6:57:05 PM
From: Tony Viola  Respond to of 1572220
 
Crow, Internet gear...routers, switches, Cisco, NT type products; storage related products. BTW, servers are growing at a rate equal to (+/-) that of the Internet buildout, and they're computers too, so he is a bit off.

Semi's other than
computer and phones are going to have a great quarter---

Tony



To: Volsi Mimir who wrote (124382)9/21/2000 7:25:13 PM
From: tejek  Respond to of 1572220
 
just was listening to that....
That comment was interesting --->Semi's other than
computer and phones are going to have a great quarter---
who is he talking about--- AMCC?,
what semi isn't into computers and phones?

Tony,

Include stocks like VRTA and GSPN, and the semis that do the internet, but not the pc's, like BRCD. There are probably 15 semis in these other businesses. Although if there is a recession, they are vulnerable as well.

ted


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