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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony,
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To: ZenWarrior who wrote (69938)4/13/2001 8:18:34 PM
From: Paul A  Read Replies (2) of 122087
 
Zen, I gotta tell you for what its worth- im the exact opposite opinion.. The one sector I feel that will go much MUCH lower is the semis..

Its what I do for a living, so im not just throwing darts at a board.. WE will be hearing from Intel next week, and im sure Cisco will issue its warning next week as well.. This should give us a better idea what to expect. I see a ton of supply, and little demand.. Sure- inventory levels are coming down a bit as NT said, but thats simply because they arent buying anything!!! Sales are not picking up IMO and until I see that trend change, I see more pressure on the prices, and alot of consolidation. I could care a less how lousy the charts look, and how low the PEs are.. This sector got a free ride on the back of the internet, something nobody really figured on.. Now that the trend in that sector has slowed- chips are once again a whores game.. Just 2 weeks ago the media told me that inventories were shrinking and prices on SDRAM were firming.. WElp- they jacked up the prices for a week, and of course as expected- greed took over and everyone was trying to get that inflated price all at once.. We just saw a dramatic drop in both Sdram and Flash memory this week.. Be very careful..

Im short MU as well.
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