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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?


To: Vector1 who wrote (3912)1/11/1998 11:59:00 AM
From: Cytokine1  Read Replies (1) | Respond to of 9719
 
V1,

Thanks for your comments on INTC. I am still considering it as a long -term play, perhaps thru their dividend reinvestment plan. Also considering another big capper, AMAT which is at "value" levels....

FiberHeads:
Two interesting companies involved in breaking the bandwidth bottleneck are QWST and CIEN. Anyone interested in big-bandwidth fiber-optic technology and stocks could start out on the SI threads for QWST and CIEN. These stocks have P/E's in nosebleed territory, but QWST, in particular, has performed remarkably well during the latest market correction.

C1