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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls
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To: hhieslmair who wrote (68)8/2/2000 1:03:18 AM
From: The Prophet   of 195
 
Very well-reasoned, thanks. As an investor, I have an additional reason to like some of the chip-related stocks, such as SNDK and KEM; they have already more than priced in a chip glut.

Question: what better than when the market more than prices in a glut, and the odds are a glut is not on the horizon?

Answer: maybe chocolate.
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