Pericom Semiconductor PSEM Message Board

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Technology Stocks : Pericom Semiconductor PSEM

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To: Dale Knipschield who wrote (485)	10/11/1999 5:31:00 PM
From: Dale Knipschield	Read Replies (1) of 532

Nice move by PSEM today. Today's reports of of DRAM shortages and strong earnings report by Novellus should help the whole tech sector tomorrow. Only a couple weeks to PSEM's earnings! For those of you who are strongly invested in the semi sector, this is going to be an exciting couple of years coming up. Semi sales should be strong this fall, then we will also see strong run in capital equipment sales over the next year or two as manufacturers finally equip shell fabs and start to build new ones. Of course, all bets are off if a general down-turn occurs in the economy. Personally, I don't see one coming in the near term, but that's just about the time it happens. In any case, good fortune to all! Regards, Knip

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