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Pastimes : ASK Vendit Off Topic Questions -- Ignore unavailable to you. Want to Upgrade?

To: Clappy who wrote (14879)10/18/2000 12:07:01 PM
From: DOUG H  Read Replies (1) | Respond to of 19374
 
Clapster, what do you know regarding conflict over CREE's gross margins. As you know there are reports of them warning of reduced margins going forward(at least that has been reported). What are the guerella threaders saying about it?



To: Clappy who wrote (14879)10/18/2000 1:39:22 PM
From: Vendit™  Respond to of 19374
 
Im a big believer in the fact that most gaps do get filled. The % is about 80 I think. As to your second question you have to consider a fact that I was reading this morning that Guardian sent me, i.e. Internet usage is still doubling every 90 days so Internet network companies hold the future growth area IMO.

On stocks that have continued to show a lot of strength in this market like the fiber networkers and storage companies.


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