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To: Danny who wrote (110656)10/17/2000 1:17:16 PM
From: fedhead  Respond to of 164684
 
The problem is once the recession is clear to you the market
will be much lower than 2800. The market seems to be discounting a recession. Look at the SOX, explosive earnings
and yet they killed. I think the semis that make chips for
networking like ADI, TXN, AMCC, PMCS are bieng thrown out
with the INTC and MUs. I would buy them at these levels. The fact that JNPR, EXTR and FDRY is holding up tells me that
the networking sector is fine.

Anindo


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