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Strategies & Market Trends : Steve's Channelling Thread

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To: SBHX who wrote (3982)	8/2/2000 4:41:06 PM
From: Logain Ablar	Read Replies (1) of 30051

Sbh: On the flash memory plays Fleck had a comment (read his last nights report on the SI home page) that a CSCO VP indicated they are now obtaining flash (indicating increased supply) and indication was the cell phone makers had over ordered. May explain some of the weakness in SSTI and SNDK (guilt by association). Tim

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