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DavidG.. Obviously you have been doing some deep thinking...You and E! and the Wizard... the rest of us could just sit back, take advantage of your thought processes and get rich! I was going at this all a bit more simplistically....looking at projected END DEMAND worldwide...and then thinking: if the Demand is there, "It" is going to get built...so, buy the equipment suppliers. And if RAM is going to get used (end demand), and if the Koreans can't move to the next level, due to lack of capital, then in my simple mind, MU can tell Kurlak to shove off :-) So I ended up with a lot of MU, TER, AMAT, VECO, DPMI, LSI, VLSI, etc.. Surprisingly...it has worked! Thanks for your input.. Will be watching for further thoughts... BTW.. did you see that move in INTC today... Mathon D was telling us to buy at the bounce off a support level, around 82,... should we have been listening?? <gg>> Happy investing, David! Duane |
