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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 220.66

+1.6%

Nov 21 9:30 AM EST

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To: GST who wrote (113432)	12/26/2000 1:03:10 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 164684

>>Technology is cyclical and additions of capacity drive many of the cycles -- especially in semis, so this is a real concern. << GST, I agree completely with the assumptions and conclusion of your post. Including the timing of buying SNDK at this time. I was just explaining why the stock dropped in price recently. One other conclusion to draw is that if more capacity in flash is coming, then the equipment suppliers must also get more sales to make this happen. I wonder if AMAT/NVLS type of companies are involved, or some other type ? Right now I am shifting my portfolio to Semi's. Hopefully it won't be yet another example of bad timing. "In addition, the shortage in flash memory and LCDs brought on by the tremendous demand for cell phones won't be as bad by the middle of the year, according to Gartner analyst Abha Garg. With more parts to spare, manufacturers will be able to focus on developing new PDAs instead of having to worry about getting enough of their current units on shelves to meet demand." dailynews.yahoo.com

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