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 : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Techplayer who wrote (53204)	9/21/2000 7:36:52 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 63513

As OG was saying, stay away from anything having to do with PCs, but if it optical, it should be a great opportunity. So your list looks pretty solid. I would stay away from AMAT for the moment. The only thing in my port that I didn't like after the announce was RFMD....notice the strategic use of the past tense. I sold in AH trading. Again, going back to what OG said, B2B, contract manufacturing, Optical should all be recover well.