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 : Market Gems-Trading Strong Earnings Growth and Momentum -- Ignore unavailable to you. Want to Upgrade?

To: iod_sherwood who wrote (5946)	3/6/2001 11:22:44 PM
From: puborectalis	Respond to of 6445

E-Commerce Sales Rise 40 Pct. in Fourth Quarter of 2000 March 7, 2001 (SEOUL) -- E-commerce sales at Korean companies rose by an average of 40 percent to 665.7 billion won during the fourth quarter of 2000 from 476.4 billion won in the third quarter of last year. The robust figure suggests that Korean online business is growing rapidly, despite lingering uncertainties over lower-than-expected online profitability. The number of companies involved with e-business rose to 1,866 during September-December period from 1,832 in the previous quarter. Yet, companies tend to create huge synergy through operating both online and offline businesses. (1,264.8 won - US$1)

To: iod_sherwood who wrote (5946)	3/7/2001 12:24:59 AM
From: 2MAR$	Respond to of 6445

kind of a "foreward looking" warning , wasn't it , lol! this call caught my eye around noon from the Sanford Bernstein Tech Conference : Expects economic recovery but potentially not until Q4/early 02 with growth below trend this year. Remains overweight semiconductor and services, feels hardware near trough valuations. Suggests under weighting communication equipment and would hold off buying wireline. Expects semiconductor capital equipment orders to bottom in Q3, would be adding to positions. ....Sanford Bernstein Call : --Update-- Firm does not feel that investors have fully priced in weakness in communications chip names such as XLNX, AMCC, PMCS. There has been no demand improvement in group, suggesting that a recovery could be delayed. Sees potential for more downside in the group. Demand has just cratered for these guys ... thought of BRCM immediately . where do they get these accountants ? And Morgan Stanley~D/W just reiterated BRCM a month ago with a price target of $225 <gg> ;-)