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Non-Tech : Invest / LTD
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To: Jeffrey Beckman who wrote (13684)7/27/2000 12:33:58 PM
From: Thean  Read Replies (2) of 14427
 
I assume all the semi holders are taking very very harsh spanking here today. Yep, the wireless is dead. All the handset growth projection is erroneous, this semi cycle is coming to an end sooner than anyone thought. It's all over. Paying PE higher than the diminishing growth rate is suicidal. It's all over. Sell the silicon, buy Alcoa! <GG>
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