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Pastimes : Home on the range where the buffalo roam

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To: Boplicity who wrote (10284)	2/15/2001 10:52:21 PM
From: pbull	Read Replies (1) of 13572

NT: Isn't that the one the insiders made so much noise about when they bought the dip in the low '40s? I realize not everything in the stock market has to make sense, but NT and LU and CSCO, no matter how you slice it, are sizeable users of semis, and yet the semi stocks are going up. Conclusion: It's just a goofy market, other players are making serious inroads into the aforementioned companies' businesses, or demand has just flat dried up and the semis are being taken higher because their charts look good. Too early to tell for sure, but my hunch is that competitors are taking market share in an increasingly competitive environment.

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