Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Win Lose or Draw : Be A Steve, Make A Call -- Ignore unavailable to you. Want to Upgrade?

To: Win-Lose-Draw who wrote (1036)	2/7/2003 9:45:50 AM
From: sa-mule	Respond to of 11447

watching msft 60, under 47.50 i may go short the oex... sam

To: Win-Lose-Draw who wrote (1036)	2/7/2003 9:47:46 AM
From: t2	Respond to of 11447

PC versus networkers/telco equipment stock. The telecom equipment/networkers seem to have the positive news. Corning today; NT and maybe even the JDSU types to some degree. The problem is that PC related stocks have held up much much better over the market decline of the last 2 1/2 years. This is the sector that is heading for trouble...The Naz heavyweights MSFT, INTC, Dell don't look good at all. The Dell comments that even if war is a success, don't expect a big pick up in tech spending would make any tech investor nervous. The telco equipment providers' revenues have declined so much already that they may provide very little demand for the semiconductor companies near term. The semis now rely so heavily on PCs/consumer devices. Tranlation...Nasdaq as whole looks bad fundamentally given how PC industry weighting (directly/indirectly) is relatively a lot more now than 2 or 3 years ago.