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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Venkie who wrote (4690)	9/30/2000 12:37:13 PM
From: T L Comiskey	Respond to of 65232

D.......".I work for a chip company and we aren't seeing a slowdown at all...I thought we might but biz is full on." Same thing I am hearing...have a few pals in Sil Valley who work for leading companies...They claim they are doing better than ever........ Best of Luck everyone...Im still 1/3 cash...but looking to add QCOM...NTAP..EXTR...ALTR...CFLO..EMLX...GMST....and other usual suspects...( some are for trades....) Tim

To: Venkie who wrote (4690)	9/30/2000 1:53:20 PM
From: Ex-INTCfan	Respond to of 65232

Donnie, good luck with your decision. INTCfan

To: Venkie who wrote (4690)	9/30/2000 2:48:14 PM
From: maceng2	Respond to of 65232

Hi VENKI I don't normally post here but re:- I thought we might but biz is full on. I'll chuck in my two cents worth. All my data says the same thing. Biz is full on. Loads of companies are busy. One more point. This is warnings season. Why is this warnings season? Well I expect is is because the summer months are the slow period for techs. OK so we got a few warnings. BIG DEAL. There are loads of NON-WARNINGS too. So my view is we are having a little bear play at the moment. Then successful companies are going to take off. pearly.