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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Bill on the Hill who wrote (12233)	5/19/2002 9:39:26 PM
From: John Trader	Respond to of 12823

Bill, Thanks for your inputs on this. Regarding investing in telecom, I don't own any telecom companies (e.g. Worldcom, Verizon, Sprint, etc), but I do own stock in a few companies that will sell telecom equipment depending on the growth of the internet. I have pared back, my main holding in that space now is AMCC. A few others are also communication chip stocks, and one is NEWP, which supplies equipment for chip and fiber optic manufacturing / testing. I like the huge cash position AMCC has, and am hoping (mostly hope, as I can not figure out what is going on in their markets) that the stock rebounds from here, either a technical bounce or some kind of turn in the fundamentals. If the internet continues to grow at a fast pace, we should need more communications chips going forward, at some point anyway. If my logic is misguided, maybe someone can explain why. I like your argument that basically internet/broadband should prevail, because it is such an incredibly useful technology. I would like to think that logic will prevail in the end, despite that fact that there are so many irrational aspects to this world. Regards, John