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Strategies & Market Trends : APMP (formerly APM)
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To: srvhap who wrote (9070)12/2/1997 11:53:00 PM
From: Jacky AY  Read Replies (1) of 13456
 
You can smell that Kurlak is having so many short positions or puts that will get him into trouble if the momentum carried the market to further higher ground. He wasn't getting any insider info. But rather, he just called for the end of chip market on his own prediction.

So, what's the market for the DSP chips? Mobile phones? Microwave? And, what's the market for analog chips? Spectrometer? Cruise Control? These chips are high margin products; but they aren't volume markets. Kurlak is right in that the low-end PC's will eat into company's operating margin; but on the other hand, the cheap computer also stimulate volume. By the time Intel ships Merced(?), Kurlak will come back and change his comment 180ø.
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