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Strategies & Market Trends : Tech Stock Options
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To: Judy who wrote (22239)9/7/1997 10:29:00 PM
From: Heg Heg   of 58727
 
Hi Judy, just tried to get Second Opinion's opinion on WFR (thanks David for this site) and guess what its rating is: AVOID.

I appreciate your experienced comments and your long term views.
Do you have any information which points towards that there will in fact be a silicon wafer shortage?? One would have to take a really long term view and some background knowledge about the supply chain to enter this one.

Your comments are appreciated. (always)

Thanks

Heg
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