MOSAID Technologies Inc. Message Board

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Gold/Mining/Energy : MOSAID Technologies Inc.

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To: Barrie Walker who wrote (4)	11/23/1996 12:51:00 AM
From: NightOwl	of 219

I believe your're correct BW. I suspect that we will see a correction in the big and mid caps before our small fry get to play catch-up. Frankly I think the move in the semi-equipment companies may be premature. In any event I suspect we will have some consolidation in the memory segment of the semi-conductor market before we get an overall comeback from the DRAM glut. In that regard MSD's ability to maintain profits at all will put it in good sted. They may become a takeover target of one of the big houses, but at least they won't be one of the ones filing for bankruptcy protection. NightOwl.

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