*AV*--Like GM, I am on strike until this message appears in the #15000 slot. Yep, the high strung, tempermental Vance is ON STRIKE.
ANDREW the Invisible
BTE-Tech master- Is Irvine Sensor yours or mine IRSN???<mine> We share the same 4 letters in 2 different stocks. I follow both.
I-R-S-N ******* I-S-N-R
sec.gov
Too bad you guys screwed me on #15,000. The link above is an IPO I might be able to direct people into. Too bad since I am ON STRIKE.
You will also miss out on gems like this:
DRAM PRICES STILL SLIDING. After an uptick in late June/early July on release of Win 98 plus Korean tab shutdowns, DRAM prices over the last two to three weeks have begun to slide again. Many configurations are down 5%-l0% during the past two weeks and most configurations are down at least 5%-10% from a month ago ,with particular pressure on ???? devices. (whoops I wonder what that was??)
IN PROCESSORS, MARKET SAYS "WE'LL PAY UP FOR CHEAP!' Continuing a trend that began to emerge a few weeks ago, virtually all old/slow processors (everything from Pentium MMX-l66s to Pentium 2-266s) are trading ABOVE LIST (with the exception of Celeron, which remains l0%-l5% below list) . The basic message seems to be that yes, everyone wants the latest/greatest, but, in fact, many buyers these days will give up speed in favor of price.
CHIP STOCKS STILL UNDER PRESSURE Ongoing DRAM price pressure is just one sign among many that the industry is still in bad shape. The 14% 1998 chip industry growth forecast is actually still optimistic.
Bad news last night from niche market linear leader Linear Technology (LLTC) undoubtedly will add to pressure on the overall group today BUT WE SEE THIS AS THE LATE PHASES OF CHIP BEAR MARKET. WE STILL EXPECT A BETTER 4Q AND A CHIP STOCK RALLY. The depth of the current shortfall in chip sales is unprecedented. Normally, the "Rule of 32" reigns: In the past four periods of chip industry underperformance, once sales fell 32% short of trend growth, business turned up- We began 1998 at about that level but will end 1998 having dropped about 50% from trend growth! We do not believe that the industry is saturated. We do believe an inventory cycle is underway, compounded by overseas economic problems.
Just in Case:
#15,000 - Whatta a surprise. I knew I could do it." |
