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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?


To: SBHX who wrote (3982)8/2/2000 4:41:06 PM
From: Logain Ablar  Read Replies (1) | Respond to of 30051
 
Sbh:

On the flash memory plays Fleck had a comment (read his last nights report on the SI home page) that a CSCO VP indicated they are now obtaining flash (indicating increased supply) and indication was the cell phone makers had over ordered.

May explain some of the weakness in SSTI and SNDK (guilt by association).

Tim