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Politics : Idea Of The Day
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To: J.T. who wrote (16475)1/18/1998 11:28:00 PM
From: IQBAL LATIF  Read Replies (1) of 50167
 
Softening Dram prices is one ofthe main problem in this sector- many of the analysts are also not sure about INTC prospects in the first quarter 98 however I will short this indicator only if it breaks 250 om closing basis we can see it consolidating between here and 243 but if overall market retests and tries to take out old highs we may some sypathetic buying in an oversold conditions, lets keep our eyes on this indicator very difficult to short these stocks at these levels although Index can be played to provide a good hedge to shield your exposure. Now Klac Tencor Klic and ASYT semi conductor equpiment makers and I think will benefit even if DRAMs keep moving lower- in my opinion recent Korean problems may see some intial iverproduction but I expect removal of subsidised loans as a key to overcome overproduction and overcpacity- will Cheobals continue to operate like before I doubt it- whatever happens I am positive on equipment makers- but chips and drams may see some pressures.
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