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


To: RR who wrote (7421)10/11/2000 9:24:25 PM
From: Jim Willie CB  Read Replies (1) | Respond to of 65232
 
good thing Forest Rangers ward off bears

I have thought we were close to bottom for days now
the slow bleed offers little in climactic punctuation
AMD, TXCC, AMCC announced good earnings

RBAK announced 300% rev growth, partly via acq'ns
could set a positive stage for the newguy networkers

been moo'ing around here for hours
not so much bullish pronouncements as belching from dyspepsia

CIEN, EXTR, BEAS done good today... eh chief?

get an IV ready for Uniphase though
someone ought to pump some full-spectrum sunshine up its ass
SGCowen just heard of JDSU and lists them as StrongBuy
where the hell have they been?

Gateway is rumored to beat estimates
if so, with AMD doing ok, we may have a conclusion that PCland is trouble for Intel alone, probably from product delays if not more

been reading old Gilder reports to divert attention from the market
wow, Avanex's Muxer is an incredible fiberoptic product
AVNX will make major waves, and will force rethinking of many major FO players' strategy
/ jim