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Technology Stocks : ISSI a great opportunity

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To: Ted The Technician who wrote (1010)	10/2/2000 12:58:08 PM
From: Taro	Read Replies (1) of 1058

the mobile sector is down in USand especially in Europe. NEC and Toshiba have been reported having an inventory of product for GSM which was "in extremely short supply" just a month ago. Two weeks ago Moto curtailed the European production in Flensburg by 20% "due to lack of consumer demand": Has the strong press coverage of next generation UTMS mobile auctions back-fired with the consumers taking a wait-and-see position? While it is true, that ISSI has very little exposure in this sector (yet), a slight sneeze in the mobile bubble may easily redirect wafer-starts to high liquidity products like standard SRAMs and Flash to enter the market a quarter later. Given this possible scenario ASPs would fall and product now in short supply hit the shelves by early Q1. MU and SSTI also got hammered, right?

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