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Strategies & Market Trends : The Amateur Traders Corner
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To: Tom Hua who wrote (7818)3/30/2001 3:48:43 PM
From: gladman  Read Replies (1) of 19633
 
I like the CCMP short story, the fact that they have a stated 80% market share dependant upon Semi-conductor production builds a nice case for downside.

The analysts on the MU CC focused pretty hard on the inventory build-up. There are significant inventories out there coupled with semi layoffs and decreased production can only equate to serious discomfort for CCMP.

Also consider that Aurora is home to Wayne's World, i'm short this one. Excellent!!
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