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Technology Stocks : ISSI a great opportunity
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To: Czechsinthemail who wrote (1012)10/3/2000 12:18:00 PM
From: Taro  Read Replies (1) of 1058
 
I rather prefer to believe that the market is over reacting to a real event. Some wafer-starts redirected towards other product now in severe short supply, would actually medium and long term be a benefit to the real economy. As is those wafer-starts still are ear-marked to feed the over-inflated forecasts from the mobile phone component hog. It would, however, create a short-term hick-up when the star sales guys concentrating on those easy home-runs report bookings below plan. Add to that a factory inventory position of any product for this sector and... I have heard of no changes from the production equipment sector and don´t expect any for now. Those contracts reflect long-term planning well beyond several wafer-start cycles.
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