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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Denice who wrote (7505)11/9/2000 12:10:51 PM
From: Zeev Hed  Read Replies (1) | Respond to of 30051
 
I am not sure if the rationale that the stock dropped $100 is a good one (it would not have worked with a bunch of .com's), but BRCM happen to be a solid company, still richly priced here, but the market will go to 3650, I doubt they will leave the trio BRCM, BRCD and CREE behind.

Zeev



To: Denice who wrote (7505)11/9/2000 12:12:05 PM
From: Bosco  Read Replies (1) | Respond to of 30051
 
Hi Denice, I ve to admit, QLGC has shown surprising strength. I ve raised my GTC back to last nite level, from which I ve lowered this morning.

Storage stks are strong b/c of the battle of the bulls and bears. I tend to agree with Tim that they are priced well beyond perfection. But the potentials for webpage storage requirements and the coming standard of infiniband are exciting

best, Bosco


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