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: Lane Hall-Witt who wrote (116812)	11/16/2000 2:17:53 PM
From: Jenna	Read Replies (1) \| Respond to of 120523

<Stock #6 today's watch list> Listed as a short play if it closes near the lows of the day AND the market internals continue to show weakness, could be a continuing short play. I will update later.

To: Lane Hall-Witt who wrote (116812)	11/16/2000 2:23:29 PM
From: Bob Kim	Read Replies (3) \| Respond to of 120523

where was Osha nine days ago? He was pounding the table on these stocks. An excerpt from my post on Intel thread: On 11/7/2000 ML said: "We expect some near-term weakness in these stocks as inventory flushes through the OEM supply chain, but we still believe that we are in a secular investment cycle in communications equipment and that the long term growth drivers for the industry are intact." On 10/27/2000 ML said: "We reiterate our Buy ratings on the gorillas in the sector, and on the leading suppliers of WAN edge and core ASSPs, including AMCC, VTSS, PMCS, TXCC, BRCM. We continue to view our estimates on these companies as conservative."