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Strategies & Market Trends : Value Investing

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To: Stewart Whitman who wrote (2668)	12/5/1997 9:17:00 PM
From: jeffbas	Read Replies (2) of 78594

Thank you. Maybe we could also add DSP to your short list. I was especially interested in your view of overall semiconductor industry revenue growth. (I should have been more specific.) We see these projections of continued substantial industry growth. That is certainly supported by the two comments I made about increasing penetration of all products and expanded use by China type countries. However, we also have the trend of combining several chips into one and declining prices. Also, we may eventually reach a point where most home computer users have met their needs for the forseeable future. (I just took a quantum leap with my cable modem service and do not see any other unmet needs for quite a while.) I do not have the knowledge base to assess the credibility of what I read. You seem to. Could you speculate as to why ARW and AVT (the leading electronics distributors) have been so incredibly strong in contrast to the stocks of many of the companies they distribute.

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