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

To: DownSouth who wrote (34438)	11/7/2000 11:43:35 PM
From: mariner	Read Replies (3) \| Respond to of 54805

DS As a long time PMCS holder I'm not selling. Is there a risk that system suppliers have built too much inventory and will slow things down for a couple of quarters - yes. Does that portend a long term or cyclical downtown? I don't think so. While I don't have any particular insight/firm data, I personnally would use any massacre in BRCM/PMCS/AMCC to add to long term positions. While maybe not pure G and K plays, they do seem to be awfully well managed companies, in tornado like markets. While there may be more risk, I think the real risk is to be scared out of such good companies, given the long term build out we are seeing in the infrastructure sector. All imho. PS: You guys sure know how to run a cliff hanger of an election!

To: DownSouth who wrote (34438)	11/7/2000 11:59:43 PM
From: Bretsky	Respond to of 54805

I understand the inventory concern, but don't think it will lead to a long term down trend. Both PMCS and BRCM still remain outstanding long term investments in my view. They may be succeptible short term, but if they get smashed I will use it as a buying opportunity. I'm just trying to figure out exactly where to add. Both of these are outstanding companies clearly operating on all cylinders in terms of revenues and growth. Next quarter could be interesting, but it looks like the market wants to build that into the price right now.