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 : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: American Spirit who wrote (40168)	11/3/2000 8:45:36 AM
From: Kevin McKenzie	Respond to of 57584

AS, What do you think of IDTI? PE of 12ish. Nice P/R. Hit by rumor of losing Cisco, but emphatically denies. Also, does HLIT fit your description of companies that might have missed got clobbered down 80% but have massive new investments in cutting edge infrastructure that's about to be deployed? I can't decide on HLIT, because they have huge losses and will have losses going forward. But they've been annihilated and just ran up (as you probably know) on a reaffirmation by AT&T that T will deploy HLIT products in their nationwide broadband expansion. Thanks for your thoughts.