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To: Mark Adams who wrote (110294)	6/26/2001 6:27:15 PM
From: yard_man	Read Replies (1) \| Respond to of 436258

so when is NVDA going to roll over and die? <vbg>

To: Mark Adams who wrote (110294)	6/26/2001 6:47:24 PM
From: yard_man	Respond to of 436258

>>3Com, whose report roughly met Wall Street expectations, said its net loss was $518 million, or $1.52 per share, in the fourth quarter, compared with a loss of $147 million, or 42 cents, in the year-ago period. Sales dropped to $468 million from $764 million, meeting the Santa Clara, California-based company's lowered revenue forecast. <<

To: Mark Adams who wrote (110294)	6/26/2001 7:14:05 PM
From: patron_anejo_por_favor	Respond to of 436258

<<VTSS still heavy in the Cellular space? TQNT, I think, already preannounced, but I'd need to check. Might have been a 1st qtr warn>> VTSS makes mostly SONET and networking infrastructure chips. They also make chips for test equipment and gigabit ethernet. I thought they were a bit too rosy last Q in their outlook. They've been beaten up pretty good anyway. I kinda have a soft spot in my heart for VTSS...I loaded up on 'em in October '98 and did real well. But the plague of overcapacity will leave few survivors.....