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Strategies & Market Trends : Drillbits & Bottlerockets -- Ignore unavailable to you. Want to Upgrade?


To: Rich1 who wrote (9437)4/30/2001 3:45:55 PM
From: Jorj X Mckie  Respond to of 15481
 
Nice list. I am staying away from the SAN/NAS plays right now. But they will likely get a decent run (EMLX). BRCM should get a nice kick if CSCO recovers substantially.

TQNT seems to be riding the same wave as RFMD....should tell you something about what is going on in the wireless world.

PMCS and AMCC seem interchangeable to me.

You know my views on YHOO and AOL. I think that I may take WCOM off of my list for the moment.