Semi Equipment-Sell when they're singing in the streets Message Board

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Technology Stocks : Semi Equipment-Sell when they're singing in the streets

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To: Running Bull who wrote (23)	2/29/2000 6:16:00 PM
From: Pink Minion	Read Replies (2) of 276

Is this a warning bell?? Kind of reminds me of 1995. Funny, you post this after today. Now, they're going up. Man, I wished I had jumped on MU for a ride. I bet every technician bought that break out. Observers pointed to several factors flattening DRAM prices just months after OEM buyers were spending more than $20 for 64-Mbit chips on the spot market. It seems to me that the violatility in prices says that supply is tightened up and not predictable. I remember in 95 the break even for the 4M chip was $4. MU was getting 12 bucks then. I don't think we've seen the short supply yet. It would also seem to me that the industry can ramp up supply fairly quickly as long as there are fabs to put the machines in. The purchases now are just to fill up the remaining empty space from the Fab building of 94-95. The problem is when there is no place to put them. That is when we get the one a day Fab announcements like we did in 95. Thoughts? Warning: I'm a computer geek and have never seen or been inside a Fab. MH

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