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To: Si_Detective who wrote (3451)11/27/2000 10:42:25 AM
From: Si_Detective  Respond to of 57684
 
I actually feel good seeing all the downgrades in semi today; the lower the expectation, the easier we weather the storm in Q4/Q1, it may provide best opportunity to build longer term position for the next wave.



To: Si_Detective who wrote (3451)11/27/2000 11:13:32 AM
From: 16yearcycle  Read Replies (3) | Respond to of 57684
 
bought more at 103 and 102.75. qcom, jdsu/sdli and brcm now my top 3.

I think this is a great overreaction and I am pretty ecstatic. Brcm is almost certainly going to reiterate earnings estimates. Management is very aggressive.


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