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

To: CommanderCricket who wrote (3307)4/13/2001 9:57:26 AM
From: chowder  Respond to of 23153
 
Thanks CC for the information. As I mentioned yesterday, I believe it's still time to short the techs. JNPR, BEAS, CSCO, RFMD, BRCD and INTC are my recommendations.

I have an acquaintance who works in the semiconductor industry. They just laid off 20% of their workforce and made most of the others take two weeks off without pay due to NO ORDERS coming in.

This rally was based on hope. Hope isn't a long term catalyst.

CSCO at 6 will probably be fair value.

dabum



To: CommanderCricket who wrote (3307)4/13/2001 11:40:58 AM
From: Gottfried  Read Replies (4) | Respond to of 23153
 
Commander, thanks for the news from ground zero. You said >When we submitted our RFQ, Jabil notified us that they had enough inventory for the rest of year.<

The unspoken assumptions are that Jabil told the truth and Jabil's situation is typical.

Gottfried


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