| Message | Subject | Recs | Date/Time (ET) |
| deleted... | Comverse Technology | | 02/22/2001 04:14:30 PM |
| No.
At this point i think we are in a massive inventory correction combined w | PMC-Sierra (PMCS) - moderated | | 01/26/2001 12:12:50 PM |
| I agree, but I still have valuation questions, especially in this market and con | Siebel Systems (SEBL) - strong buy? | | 01/26/2001 12:09:22 AM |
| Kayaker and all:
I consider this catastrophic. With the merchant cycle and t | PMC-Sierra (PMCS) - moderated | | 01/25/2001 11:58:57 PM |
| no, they are not recorded at the strike price. | Applied Micro Circuits Corp (AMCC) | | 01/19/2001 07:20:57 AM |
| I think i've been fairly consistent in my comments that I don't call short term | PMC-Sierra (PMCS) - moderated | | 01/18/2001 07:35:51 PM |
| Juniper's outlook was helpful as well.
During the call, I particularly enjo | Applied Micro Circuits Corp (AMCC) | | 01/16/2001 09:17:53 PM |
| careful ta. even if they "only" expect to grow at a 60% annualized rate from he | Applied Micro Circuits Corp (AMCC) | | 01/16/2001 02:55:58 PM |
| I think TA's analysis is helpful and probably reasonably accurate. So a good re | Applied Micro Circuits Corp (AMCC) | | 01/16/2001 07:50:15 AM |
| The problem in this market is that everyone expects the company to blow the numb | Applied Micro Circuits Corp (AMCC) | | 01/15/2001 09:26:07 PM |
| amcc probably deserves the premium to pmcs for this moment in time. although am | Applied Micro Circuits Corp (AMCC) | | 01/13/2001 06:41:22 PM |
| his former partners paid for it with mediocre returns and massive tax bills. | PMC-Sierra (PMCS) - moderated | | 01/12/2001 08:49:05 AM |
| Higher institutional ownership simply means that you have professionally paid le | Applied Micro Circuits Corp (AMCC) | | 01/11/2001 11:36:07 AM |
| and it's low by 1/2 or more. | Siebel Systems (SEBL) - strong buy? | | 01/10/2001 05:43:45 PM |
| nah, you have to notice the false negative spin placed on it by thill and others | Siebel Systems (SEBL) - strong buy? | | 01/09/2001 09:58:04 PM |
| If your time frame on ITWO is to sell based on today's stock reaction to the ear | Siebel Systems (SEBL) - strong buy? | | 01/09/2001 05:51:11 PM |
| To Wiz and the thread:
What do you think of this ANALysis from Thill at CSFB? | i2 Technologies | | 01/09/2001 12:41:48 PM |
| Caveat: I think it's impossible to call short term markets, but the shorts are | Applied Micro Circuits Corp (AMCC) | | 01/09/2001 12:29:17 PM |
| I'd guess flat to as much as down 25%. | Applied Micro Circuits Corp (AMCC) | | 01/09/2001 10:19:22 AM |
| no i'm not suggesting the numbers are juiced. in fact, knowing itwo management, | Siebel Systems (SEBL) - strong buy? | | 01/08/2001 11:25:31 PM |
| The trend is that the ceo's are livid about the stock action and the pervasive c | Siebel Systems (SEBL) - strong buy? | | 01/08/2001 10:34:46 PM |
| As Cisco goes, so goes PMCS?
First of all, what does cisco's stock have to do | PMC-Sierra (PMCS) - moderated | | 01/08/2001 04:20:15 PM |
| I briefly explained it in my post. I'll see if there's a web white paper somewh | Applied Micro Circuits Corp (AMCC) | | 01/05/2001 06:45:54 PM |
| 1) you can't look at their customers on a broad basis. Cisco may be doing fairl | Applied Micro Circuits Corp (AMCC) | | 01/05/2001 02:17:35 PM |
| Just because the ERP market emerged first and is currently larger doesn't mean i | Siebel Systems (SEBL) - strong buy? | | 01/05/2001 01:21:17 PM |
| I think cnbc misreported. I know of no intel initiatives discussed by any of th | Applied Micro Circuits Corp (AMCC) | | 01/05/2001 12:29:57 PM |
| Well TA1,
It looks like merq put Keynote out of its misery. Didn't take all | MERQ - Mercury Interactive | | 01/04/2001 05:35:01 PM |
| very simply a massive short covering rally | Applied Micro Circuits Corp (AMCC) | | 01/03/2001 02:58:44 PM |
| First: No one can call the markets with any consistency.
Second: Employing | PMC-Sierra (PMCS) - moderated | | 01/03/2001 07:38:58 AM |
| There are many people that think that pmcs and other key suppliers to the teleco | PMC-Sierra (PMCS) - moderated | | 01/02/2001 09:23:28 PM |
| Steve,
Unfortunately, we can have an unlimited number of 10% down days. Only | PMC-Sierra (PMCS) - moderated | | 01/02/2001 04:42:00 PM |
| probably a good strategy, but weirdness compounded by end of year and the overal | Applied Micro Circuits Corp (AMCC) | | 12/27/2000 10:47:35 PM |
| don't know about the futures contract figures, but it's about 25 million shares. | Applied Micro Circuits Corp (AMCC) | | 12/27/2000 08:26:01 PM |
| jubak is inaccurate, plain and simple. backlog has a very precise meaning and i | PMC-Sierra (PMCS) - moderated | | 12/27/2000 08:16:31 PM |
| pmcs WILL NOT grow at that rate year over year. as i said in my earlier post, i | PMC-Sierra (PMCS) - moderated | | 12/27/2000 07:36:38 PM |
| agreed. the whole indexing thing is arbitrary, in so many respects.
but that | Applied Micro Circuits Corp (AMCC) | | 12/27/2000 06:03:54 PM |
| and jdsu ran up from the 110 level to 135 the day it was added, unfortunately, j | Applied Micro Circuits Corp (AMCC) | | 12/27/2000 05:04:21 PM |
| Harry,
I'd bet the number is not precisely backlog, more likely it's a "prese | PMC-Sierra (PMCS) - moderated | | 12/27/2000 08:18:48 AM |
| Briefly, I have no problem with tech value if the fundamentals haven't changed | PMC-Sierra (PMCS) - moderated | | 12/23/2000 07:38:56 AM |
| Yes I am, and i can't go further than that.
Any perception that PMCS is anyth | PMC-Sierra (PMCS) - moderated | | 12/22/2000 05:22:41 PM |
| let me clarify one thing. yes pmcs has some "legacy business." But they are ab | PMC-Sierra (PMCS) - moderated | | 12/22/2000 02:39:10 PM |
| i have to ask bulldozer and get back to you, probably after this weekend. | PMC-Sierra (PMCS) - moderated | | 12/22/2000 09:02:34 AM |
| Since Bulldozer doesn't read SI much anymore, I'm gonna screw this up.
A thou | PMC-Sierra (PMCS) - moderated | | 12/22/2000 06:50:02 AM |
| Well, we'll have to agree to disagree. PMCS management has never been in the sh | PMC-Sierra (PMCS) - moderated | | 12/21/2000 06:07:31 PM |
| jinx | PMC-Sierra (PMCS) - moderated | | 12/21/2000 05:15:02 PM |
| Don't forget how exuberant and promotional the management folks are at the compa | PMC-Sierra (PMCS) - moderated | | 12/21/2000 05:03:37 PM |
| the S&P purchase amount is 2500 shares for each $100 million under management in | Applied Micro Circuits Corp (AMCC) | | 12/21/2000 11:13:42 AM |
| It's easy enough to find out....most can't buy until the day of at the close pri | Applied Micro Circuits Corp (AMCC) | | 12/21/2000 08:12:44 AM |
| our windows are sealed shut up here and quite strong. bounced a phone off of th | For Hedge Fund Analysts and Managers | | 12/20/2000 08:50:22 PM |
| i don't want to reveal all of my tricks, but merq's intrinsic growth is vastly g | MERQ - Mercury Interactive | | 12/20/2000 08:47:40 PM |
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