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Technology Stocks : Semi Equipment Analysis
SOXX 328.78+2.9%Jan 9 4:00 PM EST
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To: BMcV who wrote (14341)4/5/2004 9:04:10 PM
From: Return to Sender  Read Replies (1) of 95703
 
Bruce, flash memory has been one of the hottest most profitable markets available to chip producers. Where there is easy money to be made there will be overcapacity built to meet demand. Demand that sometimes is based on companies buying more inventory than they need based on expectations for even more demand for their own products.

If we don't have a problem now then we will have one soon enough. That does not mean that stocks like SNDK for instance do not deserve a higher stock price compared to many other semiconductor stocks.

JMHO, RtS
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