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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Kayaker who wrote (33457)	10/20/2000 10:36:52 PM
From: Dr. Id	Read Replies (1) \| Respond to of 54805

Stan, I don't see either AMCC or PMCS in your list of stocks. Both concentrate on chips for the communication sector and both increased earnings (again) over 30% sequentially, and the outlook for both is excellent. I'd highly recommend listening to the most recent CCs. I'd add VTSS to that list. They compete in the same sector and carry a lower multiple (and are also growing impressively). However, none are gorillas and I don't believe that there is a king in that sector. Dr.Id@goodinvestmentsthough.com