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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: StockHawk who wrote (29326)8/2/2000 11:34:57 PM
From: mauser96   of 54805
 
The shortages over the short run could result in products that are even more in demand, much like popular children's toys at Christmas. However hanging in the back of my mind is that I've heard similar complaints about capacity in other industries (hard disk drives, DRAM) only to find the industry faced with an oversupply of inventory a few months later. Memory makers may be like home builders or beavers- they just can't resist making more, and SCND will probably eventually be in a cyclical business
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