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To: mish5000 who wrote (1087)	7/24/2002 11:47:20 AM
From: Sharck	Read Replies (1) \| Respond to of 1854

I still like some of the old names, and am buying ATVI on its report. That been said, BRCM has some in serious problems 1- OPTIONS, 2- VZ pushing DSL will not help the cable chip modem 3- loosing mkt share to PMCS and ZL. BRCD turning into a one trick pony, gotta get more storage switches to market, EMLX is now ELX on the NYSE, NVDA could get creamed if PC sales remain low and a rumor of INTC getting into the graphic card biz. Stay tuned for that. ISSX on watch for a bottom with CHKP and SYMC reporting ok earnings. So who are the next leaders, I do have some companies I will be discussing soon, stay tuned, doing some research. Also take a look at some of the battered retailers, I like AEOS here, the misses says BUY ANN now... S