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To: G.M. Flinn who wrote (153822)2/13/2000 3:41:00 PM
From: kemble s. matter  Read Replies (2) | Respond to of 176387
 
Glenn,
Hi!!

RE: Kemble, we'll be fine. Interesting article. It just seems to me that if everyone is going nutso over the chip stocks, the chip equipment makers, etc. that ultimately the most efficient provider of the end product of these component suppliers must be on the verge of great times. So either the PC stocks are too beaten down, or the chip stocks are way too high. Someone is wrong. The markets always figure it out eventually.

Another angle I hadn't thought of recently...but, one that has repeated itself over the years...

Best, KEmble



To: G.M. Flinn who wrote (153822)2/13/2000 11:33:00 PM
From: SecularBull  Respond to of 176387
 
Glen, I don't think that is an absolute certainty. It could be as simple as an increased need for new chip equipment as part of the standard upgrade cycle.

Yet, you may have a point. More data is needed.

LoF