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Strategies & Market Trends : The Thread -- Ignore unavailable to you. Want to Upgrade?


To: DebtBomb who wrote (39433)3/21/2001 9:13:28 AM
From: 2MAR$  Read Replies (2) | Respond to of 49816
 
Comm ICs : Hearing from sources at Robbie Stephens that the firm is noting the bleak mood at the Optical Fiber Conference, and believes that the Jun qtr might be even worse for the communication chip companies than the Mar qtr. Judging from the price action in AMCC, PMCS, and VTSS yesterday, this bleak outlook already made the rounds.



To: DebtBomb who wrote (39433)3/21/2001 9:27:13 AM
From: Joe Hoek  Read Replies (1) | Respond to of 49816
 
How much of a dip do you think we'll get? Looking at CIEN, NUFO, CHKP, JNPR, SUNW, EMC and some others. Think CIEN will hold 47? If not low 40's would be next support.