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Replies to #11030 on The Black Box

extelecom

01/20/04 3:22 PM

#11031 RE: wahz #11030

You think MANH & MANu will have some deal becuas of MANH RFID component?
Do you really think RFID is going to be that big? I can see where it will be with the likes of WalMart, but not at the retail level. I think RFID will for the short term be mainly a distribution phenomenon powered by the like of WMT... BWDIK

dieselfuel

01/20/04 3:23 PM

#11032 RE: wahz #11030

"but manh hasn't moved yet"

Do you see that as a 10 bagger?

That would put it around 280.00

ljk

01/20/04 4:27 PM

#11040 RE: wahz #11030

amcc, rfmd and pmcs are being hurt in AH trading. Buys? pmcs beat estimates and went down, rfmd offers lower guidance, amcc posted narrower loss. All down, the good and the not so good. eom