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Pastimes : Ask Mohan about the Market
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To: Zeev Hed who wrote (13509)1/27/1998 9:55:00 PM
From: geewiz  Read Replies (1) of 18056
 
Hi Zeev,

Thanks for the thoughts on CPQ; one of my favorite contrarian indicators is the magazine covers, and CPQ was on the front of Forbes recently. By that measure it should be a opportunity sometime next summer.

What's your thoughts on the fab cycle. Trade publications have scant news of rollouts and postponements, yet there mounting signals of overcapacity in IC's; ATML and ALTR most recently. I cannot tell from AMAT's 10-Q what % of their revenue is DRAM, but my guess is better than half. Seems most likely that will be the slowest sector this next quarter.

Thanks for your thoughts,

best, art
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