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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: techanalyst1 who wrote (9162)10/12/2001 3:43:03 PM
From: Wizard  Respond to of 57684
 
AMCC used to have military exposure, I am not sure where it stands these days. I bought it a few days ago based on an inventory snapback similar to what happened to RFMD (stock tripled in short time period).... the JNPR news is causing a rethinking of some telecom/service provider spending bearishness... I bought MUSE today...



To: techanalyst1 who wrote (9162)10/12/2001 3:52:17 PM
From: Wizard  Read Replies (1) | Respond to of 57684
 
>>Yes but, companies were growing exponentially then and the economy was expanding nicely. We'll get an expanding econ with better valuations, but growth rates probably will be lower this go round.

Well, some companies grew very fast before the real mania tech economy of '98-'00. Not as many did though. Growth rates will be lower but they will be more sustainable as well. I am all for less boom/bust growth spurts....


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