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

To: mariner who wrote (34440)	11/8/2000 12:31:21 AM
From: Uncle Frank	Respond to of 54805

>> 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. Well said, Mariner. It's good to see you safely back in port. Great election drama tonight. I'm glad you're enjoying it. uf

To: mariner who wrote (34440)	11/8/2000 12:43:01 AM
From: b_spiral	Respond to of 54805

AMCC Pres. says they cannot meet demand! "Our biggest near-term challenge continues to be securing enough supply to meet this strong demand" biz.yahoo.com AMCC got whacked after the Nortel CC and he came out in defense of AMCC then and said the same thing. I would assume BRCM and PMCS also cannot meet demand. Gary