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Technology Stocks : AWARE -- Ignore unavailable to you. Want to Upgrade?

To: Scrapps who wrote (1953)	2/16/2001 4:32:49 AM
From: Elroy	Read Replies (1) \| Respond to of 2404

ADI looks to be weathering the downturn pretty well. I think that investors may flock to stocks that are able to come through the current economic weakness with mild growth and mild profits, because some companies are getting killed. I look at NTAP, which has shrinking revenue and EPS growth, but still has growth, and is somehow able to maintain a PE around 100x. Although things are weak for ADI, it looks like they are still one of the best semi investments out there despite slowing growth. I guess the "it could have been worse" sentiment sums it up. Now NT, that's another story! With NT's preannouncement yesterday, CSCO is looking pretty good. Both are experiencing weakness, and Cisco is going to remain hugely profitable. It's going to be a tough 3-6 months, but I'll bet Chambers and Cisco come out of 2001 looking like gorillas again. As for AWRE, I'm on the sidelines waiting to re-enter at $7 (that's about 20x PE, seems reasonable). Good luck. Elroy