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Post# of 704044
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nancy2

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nancy2

Re: Zeev Hed post# 194291

Saturday, 01/17/2004 6:54:47 PM

Saturday, January 17, 2004 6:54:47 PM

Post# of 704044
with CSCO good earning report pretty much in the bag based on what JNPR said, the up push continues it seems.

though the rotation from one sector to another is fast and furious. right now it is telcom, networkers, communication chips, and wireless. the run in the single digit stocks in these areas are unbelievable.

the pc and consumer related techs seem to take a breather.

btw, one of ovti customers, lens (less than 5%) warned.
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