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.

Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (3072)	2/25/2002 6:03:22 PM
From: Dave Gore	Read Replies (1) \| Respond to of 16631

BEST SEMI STOCKS ------ with the SOX strong today and often the first tech area to rebound strongly, what stocks could still rise significantly if the index does? The obvious choices are ones like XLNX, QLGC, GNSS, AMAT and NVDA. Lesser ones include ICST that has been overly punished even though they are guiding revenue in the neighborhood of 30+% going forward. XLNX recently issued 10% upside growth above consensus. WHAT ELSE DO YOU LIKE AND WHY? LET'S SHARE, FOLKS. SPEAK UP. Why I like ICST on weakness: Integrated Circuit reiterates guidance (ICST) 20.89 -1.46: -- Update -- Co expresses confidence that it is on track to meet stated targets of 28% to 33% revenue growth with the consolidation of their January acquisition of Micro Networks, and a consolidated EPS of $0.16 (consensus $0.16). -from Briefing 2/13/02