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Technology Stocks : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: Liatris Spicata who wrote (4324)2/27/1998 9:12:00 AM
From: rupert1  Read Replies (1) | Respond to of 6980
 
Larry: Thanks for that summary; care to add your summary analysis of its overall significance for BAY? When is the next major Dell Oro market survey?

Have you looked at COMS. It is a scary stock and seems to be too much into commodity type products vulnerable to Intel and others. But it is a long way down off its highs and I get the gut feeling that it is developing a plateau here for one of its characteristic rushes of $10-15. It seems to have done ok in the market survey you summarised. But I am wary of it, cannot quite get the hang of it.

What is your best other stock tip, networkers or otherwise?

Victor



To: Liatris Spicata who wrote (4324)2/27/1998 10:41:00 AM
From: w2j2  Read Replies (1) | Respond to of 6980
 
< Looking for some good networking/communications ideas,>... You might look at Altera and Xilinx, who provide the programmable chips for the networkers. These stocks are just starting to rebound.wj


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