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To: Bill Harmond who wrote (4725)1/11/2001 5:45:53 PM
From: 16yearcycle  Read Replies (2) | Respond to of 57684
 
I have been reviewing all the positions I have(83) and it is unreal what has happened to arba, bvsn,vign, sdli, inkt, jdsu, and csco since their early December highs. PMCS has been punished since then too, although BRCM has held up. There is no sense to it: some of these have warned, others are raising estimates, others reiterating guidance. How can it be more arbitrary than that...those are the only options after all.

The semi's bottomed 2 months ago.



To: Bill Harmond who wrote (4725)1/11/2001 5:50:08 PM
From: 16yearcycle  Respond to of 57684
 
I wonder how the ass who sold arba at 38.5 after hours feels now.

Probably an analyst so near and dear.



To: Bill Harmond who wrote (4725)1/11/2001 6:40:23 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 57684
 
DCLK numbers are good and expectations are good. Up a bit more than 1 :-)


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