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To: stock leader who wrote (4213)9/28/2002 4:38:13 AM
From: ELH1006  Read Replies (1) | Respond to of 4710
 
SL, I suspect that most of these companies with debt and good sums of cash, will be buying back the debt at substantial discounts and that there will be many consolidations taking place. Companies like AMCC have tons of cash and must be exploring these opportunities. I have some extra money that I would like to park in these situations but am having a problem sorting out the good from the bad and who will survive the cash burn periods.

Eddie