SI
SI
discoversearch

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.
Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: jhg_in_kc who wrote (8242)12/29/2000 2:17:03 PM
From: mishedlo  Read Replies (2) | Respond to of 13572
 
EMC and SUNW have been around for ages (not exactly new leaders) IMO there are not leaders at all, or if they are, they will cease to be along with MSFT ORCL CSCO and INTC.

I would be thinking along the lines of BRCD RMBS QCOM AVNX ELON (a ways off I think on this one, perhaps 2 years) WIND EMLX CERT (looking ahead 2 years again) etc etc

At what price are they a buy is the question?
A lot lower IMO. Next year will be hell, especially FEB if Greenspan does not cut rates in JAN, and I do not think he will.

M



To: jhg_in_kc who wrote (8242)12/29/2000 3:24:05 PM
From: Boplicity  Respond to of 13572
 
I wouldn't touch SUNW until the picture is clearer in the computer sector. INSP I don't follow. EMC is old leader and will continue to do well. CIEN, I would wait to see how they handle next qr., but QCOM is happening now. IMHO.

Greg


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News