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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!!
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To: Maui Jim who wrote (4167)8/27/1998 6:23:00 AM
From: Trey McAtee  Read Replies (1) of 6565
 
jim--

there are a couple of factors...like...

1) the morons on the street actually believed robbiestephens, monty and lehman about MU. now, FINALLY, lehman is saying that DRAM isnt as strong as they thought.

2)AMAT. need i say more?

3) again, the morons on the street think that NSM is really representative of the semi industry. its like thinking that HWP is representative of the PC OEMs, especially DELL. it never occurs to the fund managers rushing to summer vacation that maybe these guys just suck and are getting the sh_t kicked out of them by people who know how to run a company.

good luck to all,
trey
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