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To: Skeeter Bug who wrote (34754)6/11/1998 9:26:00 AM
From: Bipin Prasad  Read Replies (1) | Respond to of 53903
 
Skeeter,

what tech stocks are beaten down too much? most that i look at
have serious problems and valuations that are out to lunch.


ORCL, SEG, CPQ, ATML, SQNT ......

later,

BPP(Bipin's partner)



To: Skeeter Bug who wrote (34754)6/11/1998 1:41:00 PM
From: Trey McAtee  Read Replies (1) | Respond to of 53903
 
skeeter--

well, VLSI for one. there are others. DELL is one. there arent any problems there with margins, even though the ASPs are declining.

good luck to all,
trey