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Technology Stocks : LSI Corporation
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To: michael97123 who wrote (22567)8/7/2000 3:28:45 PM
From: hhieslmair  Read Replies (2) of 25814
 
I just want to make a distiction here,

The "semi cycle" - the claim is that manufacturing plants (fabs) are/have been over built and companies will be flooding the market with exess chips coming from too many fabs. This is an oversupply problem, not a demand problem!

The Mot news (or non-news) was the cell phone demand was falling. That doesn't prove the SSB report.

In fact, there are so many contradictions in what CNBC says that sometimes I just end up laughing despite my losses.
HH

PS check out Message 14129265
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