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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: 5dave22 who wrote (142996)	2/28/2002 4:18:56 PM
From: tejek	Respond to of 1575464

Ted, long time. What do you think about Brocade with the current slide? Dave, BRCD is saying that business is okay but others are saying that they may lose market share. Having said that, they have the same problem that all of tech has which is that they are very overpriced and so far, the growth isn't there. I made a couple thousand dollars on one stock in two days this week but it wasn't in tech.....it was oil. Trying to keep tech has been killing my portfolio so two weeks ago, I sold most of it. Now I only hold WWCA......lots of insider buying and they had a decent earnings report and IONN...an internet security software company in turnaround. Once the inverted H & S is completed and the Naz starts to ramp, I plan to buy MCDTA for the trade....it has huge trading ranges and you can make lots of money..its in the same biz as BRCD. Will buy a little BRCD and EMLX and ride them as far as they will go. LGTO.......because it looks like they are stealing share from VRTS. Some CYMI.....pretty much is the lone player in laser equipment for chip makers and AMD. Also possibly MRVL......its stealing share from BRCM. Of those, I plan to hold AMD, CYMI, LGTO and possibly EMLX long term......maybe BRCD. Remember, the rule is that those that led the markets during the last bull market will not lead the new bull market. So tech may well be out of the picture for quite some time. Of course, then, rules are made to be broken. ;~)) ted