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

To: view who wrote (50743)	4/7/2001 10:36:37 AM
From: Stoctrash	Read Replies (2) \| Respond to of 50808

<< admire you for your Guts. It seems you play both ways.>> After going boom - bust in the old pc days, the video chip days of S3, and then the DVD & Codec dreams of this stocks niche, I felt the latest boom was due for the bust cycle, and boy has it busted, crashed, and just short of burning!!! My biggest mistake was not holding the VTSS and AMCC shorts for very long. Many of these have warned 2x in just a matter of weeks and have no clue on visibility so I agree 2Q could be even UGLIER. It was a no brainer if you look back at that first NT warning and figured how it would all trickle down to the chip suppliers, ecm's, etc etc etc. When you get sucker punched enough by these lying CEO's you learn not to trust TMF'ers very much. Let it be Chambers or Nicholas....they all knew things were getting bad and held off as long as they could before they came clean, no doubt about it. This is one evil game...it is a war, just like that Bruce Lee commercial says. Trust none of these clowns and think fast is the only way to survive these days. Just think, next ahead is the cut-throat days of the STB sector, if the economy doesn't sink too far in the red that is. bw..John Rieman nailed the CSCO fall too...fundamentals do matter...ain't that right John??? :-) PC sector...hmmm...can you be more specific? I nailed MU the last few weeks and the fundamentals look like total crap. Am I missing something on the DRAM front?..as I'm ready to short it again on any good rally. Inventories skyrocketed and prices are still down and I don't see a reason for them to climb as well as slower growth in demand for PC's overall. AMD IMO is CRUSHING INTC, I'm long AMD and have been trading it on the long side rather well.(down a few bux on my last buy though). RMBuS...or is it RamBusted? I'm thinking the latter as it is more of niche thing for high-high end, IMO. I don't know if you saw CNB"S" 2 Friday's ago but they had Marc Cuban on there as a special guest and he talked how the PC sector is still in a world of hurt. His track record is pretty good at this stuff for being a basketball nut! <GGG>

To: view who wrote (50743)	4/8/2001 3:05:51 PM
From: John Rieman	Respond to of 50808

"Fred plays both ways,". :-) Hey view, thanks for your input during the years. I haven't owned any C-Cube for a week, it feels weird. Bought my first shares in 1995. LSI has lots of near to intermediate problems. Fab utilization will be down in Q2, and the Communication market is dead in 2001. I agree, in tech land, consumer products are holding up, look at Best Buy, Dell, NOK. I think the consumer leads us out, PC and wireless suppliers should benefit.