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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (60855)	12/1/2000 7:37:17 AM
From: Techplayer	Read Replies (1) \| Respond to of 63513

Jorj, Of those I like in no particular order, TQNT, VTSS, RMBS, CAMP, TIBX, CMRC,NUFO, EXFO and NTAP. So do we get a 1 day rally today or a decline from the open? tp

To: Jorj X Mckie who wrote (60855)	12/1/2000 7:40:45 AM
From: Don Pueblo	Read Replies (1) \| Respond to of 63513

That is a very valuable post, sir. Thanks.

To: Jorj X Mckie who wrote (60855)	12/1/2000 7:55:14 AM
From: Original Mad Dog	Read Replies (1) \| Respond to of 63513

I can't tell if we are kids in the candy store or minesweeping with our eyes wide shut. While we are at it, would you add any other semis to the list? ADI below 50, INTC below 40, AMD around 15 (less than 1/3 of 52-week high), MCHP below 25, etc. etc. I am thinking they shouldn't go much lower (which doesn't mean they can't) and might be good for some LTBH nibbling. I don't think the consumer PC market is dead long term, just resting. The conventional wisdom all of a sudden is that people can get by with their old PC's and don't gain much with new processing speeds. I bought a new PC last month (still have the 3 year old one too) and my experience has been just the opposite .... it is far better at dealing with Web surfing, digital camera files, Napster, etc.... I think the PC market will come back within a year. What is going on right now in a macro sense is very good for the economy. It is not unlike the digestive process after eating a large Chicago deep dish pizza and washing it down with beer.