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 : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (116470)	11/9/2000 9:55:03 PM
From: puborectalis	Respond to of 120523

BKHM would look good under the Cisco flag.........".The answer lies in where Cisco has always excelled -- acquisitions. Last year, the company made its most important acquisition to date, the purchase of Cerent, which is now fueling new sales of optical equipment. But the company is far from done. It needs to make several more blockbuster acquisitions in the optical arena to generate the portfolio that would duplicate its enterprise success. In other words, the world is watching the wrong part of Cisco -- it may very well be that the future success of Cisco is more closely linked to what it's buying than what it's selling."

To: Jenna who wrote (116470)	11/9/2000 10:48:27 PM
From: neverenough	Read Replies (1) \| Respond to of 120523

IMO, One should be buying technology leaders on these dips. As you know a bottom is not put in overnight, a bottom has to be put in over time with a series of retests, which was done once again today at the 3080 level. Another encouraging factor is the selling has been done on lighter volume. Granted there is no established trend in place now, but by the time there is you will have already missed 30% of the run. I too like the health care and drug sectors, but also know that the right tech stocks will do wonders for those who are willing to step up to the plate and start buying NOW! I hope we do open substantially lower Friday, I for one will be buying. Fiber optics and semis are number 1 on my list: JDSU, OPLK, GLW, CIEN, AMCC, PMCS, and BRCM. We may open lower, but I can almost guarantee we'll close much higher...