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.

Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: hitsoft17 who wrote (2366)	3/24/2001 11:04:05 AM
From: hitsoft17	Read Replies (1) \| Respond to of 23153

FYI, If you are looking for a diversion from the patch and techs, some of the gaming outfits are on their butts and look like good short term plays. MGM/Mirage is sitting at 2 year resistance and is displaying a harami cross on confirming volume indicating a likelihood of upside reversal. Fundmentally they also look OK. In addition I am heading to Vegas this next week and found NO softness in room pricing or availability. I will report on the crowds when I return. Also ISLE and HWD look oversold in the boat area. Have fun, Hitsoft17

To: hitsoft17 who wrote (2366)	3/24/2001 11:51:59 AM
From: Think4Yourself	Read Replies (1) \| Respond to of 23153

Agree with you about the long term. When demand picks up these guys are going to be in the catbird's seat. I am also very grateful for CC's comments, even though they weren't exactly something I wanted to hear. They caused me to do quite a bit more research into the other ECM's and the research was directed at where the next problems are likely to emerge. These guys may very well have unusually large writeoffs in the coming months, but it looks like a toss up at this point for non-telecom lines. It looks inevitable that there will be a lot of equipment written off related to telecom due to all the internet related failures. These companies often list their large customers in thier SEC filings. I would be careful owning those that service Lucent. They are losing market share like crazy, and that trend is likely to continue. It appears that Nortel is picking up most of it, and Nortel is slowing down as well. One comment regarding ACTM: Check out the insider trading vs their peers (SLR, FLEX, PLXS, etc). It will quickly become clear that ACTM management believes what they are saying about meeting their numbers. The last time they sold was when the stock was in the 60's last year. The others have been selling as recently as a month ago.

To: hitsoft17 who wrote (2366)	3/26/2001 8:47:27 AM
From: CommanderCricket	Read Replies (1) \| Respond to of 23153

hitsoft17, I agree with you about Flextronics and Solectron. Both of these companies have the heft and resources to succeed longer term. The second tier EMS Providers will have a more difficult time. Short term, there are issues to be worked out. For instance, why is Solectron laying off 8,800 employees? Weren't they suppose to be able to move work around depending on who was ordering product? I was looking for a Cisco inventory number for Solectron and I believe it's over 2 billion dollars. When I confirm, I'll post.