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 : SWKS - Skyworks Solutions, Inc (was AHAA) -- Ignore unavailable to you. Want to Upgrade?

To: Czechsinthemail who wrote (683)	10/3/2000 9:44:32 AM
From: All Mtn Ski	Respond to of 1698

Baird, I think your caution is warranted. The market is nutty right now and doesn't know how to value the wireless, semi or capacitor companies for the moment. Of course one may interpret that as an opportunity. <BG> The scenario that has me worried, if the US really slows down or goes into recession it will take the whole global economy with it and seriously hurt our favorite companies, as those end markets will shrink. I think the market is pricing that in to a small degree, but if that does materialize, watch out! Hopefully it won't play out that way. KEM is super cheap, but not immune if the above scenario happens. I will be watching it closely for an entry point, as I am still willing to bet everything will be alright. Cheers, Tom