TVeyes reports:
"CNBC 3/29/00 - 4:24:24 PM .....>> The strong demand period for cell phones, pcs, pdas, digital cameras, all these device that's use a lot of memory is really in the back half of this year. You can make a very good argument that the situation is going to get worse as you go through this year. >>> One way investors may want to play this, niles suggests, is to look at the stocks of companies like atmel, st microelectronics, sandisk , micron and advanced micro devices. Any chip company that provides any kind of memory is going to be very busy this year and niles says that may result in record revenue, margins and earnings for these companies. Bill, he added that they're already adding to capacity, adding more manufacturing facilities because wireless devices won't stop just because the parts that go in aren't available." |
