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Strategies & Market Trends : Roger's 1998 Short Picks
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To: space cadet who wrote (15237)11/10/1998 1:56:00 PM
From: BelowTheCrowd  Read Replies (1) of 18691
 
Space,

On the small cap semi equipment makers, some of those "analysts" are beginning to change their tune.

Dataquest (or one of the other biggies) reported last week that the DRAM glut is slowing, and that apparently we could face a shortage in late 1999 if capacity isn't improved. The Taiwanese have buying cautiously.

The "analysts" often really don't understand the business of the cap-equipment guys, especially the smaller niche players. They USUALLY miss the signs of the coming upturn until orders actually materialize, at which point they issue a report noting that things have been moving that way, that the orders confirm it, and that it's time to buy. Smart investors usually are there six months sooner, and it doesn't take a lot of small investors to push up the price on some of the smaller guys.

mg
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