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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Running Bull who wrote (8229)	2/15/2000 6:11:00 PM
From: rsie	Respond to of 10921

great post!!!! I always wanted to know if the people in the know ....knew? sounds like they do not....thanks again....Rich PS what do you think the market keys on?

To: Running Bull who wrote (8229)	2/15/2000 6:37:00 PM
From: Gottfried	Respond to of 10921

Running Bull, thank you for your tale from the trenches! But how did Mr Market know when to pull the plug? I guess there's no answer. :) Gottfried

To: Running Bull who wrote (8229)	2/16/2000 11:43:00 AM
From: Kirk ©	Read Replies (2) \| Respond to of 10921

I worked in the chip side then and this info is 2nd hand from the GM as I was just a designer, but a friend. I remember the only clue was orders that were triple booked started to be canceled. You didn't really know if the orders were real to begin with or triple booked to guarantee supply of key components. When the stuff hit the fan, it unwound in a hurry. It makes me wonder if there are more controls in place today to make sure triple booking doesn't occur and thus mitigate the cycle effects somewhat? (perhaps grasping at straws?) regards Kirk out