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.

Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: sea_biscuit who wrote (24219)	9/28/2001 4:51:55 PM
From: Jock Hutchinson	Read Replies (1) \| Respond to of 25814

Dipy: Let's compare appples to apples. You picked GPS and said it would outperform my various pieces of trash, and you are flat out wrong as of today. As far as bubble stocks are concerned, three of them are in an industry that will grow 15 % year over year for the foreseeable future--semis. One is the mighty INTC--hardly a bubble pick. One of my dogs, AVCI has a terrific product, and will come back if the networking market picks up as will JNPR. As far as TMTA, there is no doubt in my mind that VLWI is the way the wave of the future. SEBL has a terrific franchise. AOL is the internet. AMAT will be supplying fabs long after you and I retire. Cien is key to the critical last mile. EMC is the superstar of storage, and will have terrific growth in the new world reality. Finally, JNIC at the price I picked represents a terrific play. Which gets down to the difference between stocks that were clearly overvalued (As many of these were), and stocks that continue to have terrific growth prospects. At the levels I made my picks I don't need any bubble--just soon to arrive value players.