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 : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: bobby beara who wrote (66924)	1/15/2001 11:25:20 PM
From: FR1	Read Replies (1) \| Respond to of 99985

I agree with you about the semi problems provided you agree that there are semis and semis. I don't understand why a lot of gurus lump BRCM and AMCC in with AMD and INTC. It's like saying cats and elephants the same thing because they are both animals. The box guys have made it clear that there is a glut of boxes out there and businesses going belly-up make even more boxes available. There is no driving force available to make people buy new boxes (P4 didn't make it). This makes it look like a dry spell for the semi guys in boxes. Note how INTC is trying to find new markets to get into. However, the broadband optical semi guys are another story. AMCC, BRCM and PMCS will continue with growth.