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 : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: semi2000 who wrote (49579)	7/23/2001 7:35:29 AM
From: John Trader	Read Replies (1) \| Respond to of 70976

OT: S2000, I think these companies (CORV, AVCI, NUFO, SCMR, RBAK) are more risky because they don't have earnings. My guess is that they probably have more downside and upside potential. Fiber optics is not my area of expertise, and is also a difficult technology to understand at this point in time. I am sure there are others on SI who can give better inputs on these stocks. I am trying to stay away from the more risky tech stocks, but just recently bought some AMCC, which also has no earnings but lots of cash. In their case, they at least once had earnings, and the amount of cash they have is huge (over 1 billion). I still consider it risky though. Good Luck. John