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Technology Stocks : Micron Only Forum
MU 435.79+0.1%3:59 PM EST
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To: steve kelly who wrote (36370)7/19/1998 9:08:00 PM
From: DJBEINO  Read Replies (1) of 53903
 
Investors should try to differentiate between semiconductor makers and producers of semiconductor-manufacturing equipment, said Michael O'Brien, a San Francisco-based technology analyst for SoundView Financial Group.

"The worst may be behind the sector for the chip guys," O'Brien said, but that isn't necessarily so for the equipment makers. Investors assume that when the semiconductors move, the equipment makers will not be far behind, but that is not necessarily true this time around, he said.

Also, prices of memory chips and some other specialized semiconductors began to rise last week, he said, and that is what drove up the price of Micron and some of the other chip companies

phillynews.com
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