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Strategies & Market Trends : Three Amigos Stock Thread

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To: Sergio H who wrote (22356)	11/23/2000 8:55:33 PM
From: JoeinIowa	Read Replies (1) of 29382

Sergio, Hope you had a great Thanksgiving. We are actually having the family over on Saturday so today was Pork roast and dumplings. The 20 lb bird is still in the fridge. ALSC. Hard to figure out exactly what they are worth. They are making money on their core business which is SRAM and DRAM. Since I work in the electronics area I have had a few revelations on these products lately. Five years ago these products changed and grew(density- 2 MB/4 MB/ 8 MB etc) every six months. I'm not sure that happens anymore or is needed. Most of the guys who work for me say we can get more RAM in two chips than we will ever use. I still think we will see newer parts every year but it will probably be tied to the micron technology being used and the packages that are available. Meaning these guys have a much more stable market to sell into. Right now I am trying to keep myself from buying anything until the market gives a clear direction indication. My magnetic friend has been saying all along we will see a retest of the 2600 area. Of course now we would have to check with his wife to see if he still believes this? LOL. Joe

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