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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: Jon Cave who wrote (17152)8/8/2002 7:34:56 PM
From: nspolar  Respond to of 36161
 
Aha!!!

Jon you hit it! Keep coming with your posts, I like em.

AMCC is my current largest tech holding, dollar wise. It has a nice chart (I think), but it too is at a juncture (again I think). The next few days determine whether it breaks out here or goes back down.

I'm ahead in AMCC I might add.

More later.



To: Jon Cave who wrote (17152)8/8/2002 8:04:14 PM
From: nspolar  Respond to of 36161
 
Jon, re PMCS:

<PMC-Sierra on Thursday posted second-quarter results and gave near-term guidance suggesting it is turning the corner in a dismal semiconductor market the last 18 months.>

biz.yahoo.com

No position. Too much debt compared to cash on hand for me.

Re VTSS I don't think their position presently a fight for life, but you may be right. They seem to have substantial cash compared to their debt.


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