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Technology Stocks : Read-Rite -- Ignore unavailable to you. Want to Upgrade?

To: Mark Madden who wrote (4820)	11/8/1999 10:38:00 PM
From: Daniel Kahn	Read Replies (2) \| Respond to of 5058

Mark, thanks for the insights. In your opinion is there that much excess supply in the industry at this time? What can we watch for clues that it is turning up? Is there much chance of industry consolidation? One year ago you could have bought semi cap equipment stocks in a depressed state. NVLS at 24, today 80. LRCX at 12, today 83. AMAT at 30, today 94. Is this industry as oversold as semi cap equipment was 12 months ago? I bought those and did quite well, perhaps selling out a bit early but I sense a similar opportunity here.