To: EJhonsa who wrote (33107 ) 10/13/2000 1:02:40 PM From: Eric L Read Replies (2) | Respond to Eric,"everyone's looking at 10-gigabit ethernet to be a major threat to fibre channel. However, it seems to me that the technology 10-gigabit ethernet will be most detrimental to is ATM" "Industry's First Dual Port Gigabit Ethernet Chip With POS-PHY Level 3 Interface" is potentially important:newstream.com "We believe that PMC-Sierra is the franchise name in the communications IC space with a leadership position in core wireline semiconductors. The company has the highest gross margin in the communications IC market and in spite of its size is posting triple-digit growth rates consistently." "A Pain-Killing Strategy For Buy-And-Hold Investors" that might be of interest to readers of this thread:moneycentral.msn.com "Even in the technology sector, stocks such as Cisco Systems (CSCO), Applied Materials (AMAT, Texas Instruments (TXN), Nokia (NOK), EMC Corp. (EMC)) and Oracle (ORCL) will recover. These stocks are likely to be great investments in the long run, and the last thing you want to do is sell them now." From the more aggressive Future Fantastic 50 portfolio, there are certainly good reasons to let the current 10 picks ride. America Online (AOL), Applied Materials, Charles Schwab (SCH), E*Trade Group (EGRP), Excite@Home (ATHM), JDS Uniphase (JDSU), Metromedia Fiber Network (MFNX), Nokia , RF Micro Devices (RFMD), and Yahoo! (YHOO) certainly haven’t gone up in price over the last month. But I think a few stocks from the portfolio are even better bargains right now and might only be fleetingly so. So I’m dropping Charles Schwab and At Home in favor of EMC and PMC-Sierra (PMCS).
