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To: Perspective who wrote (19501)9/19/2000 10:47:21 AM
From: AllansAlias  Respond to of 436258
 
OK, now I am short again. Maybe it is just me, but I smell drainage. CSCO is leading for now. I think this move could be contagious.

bc, why does this move puzzle you? it drained and it bounces? What do you see?



To: Perspective who wrote (19501)9/19/2000 10:50:38 AM
From: chic_hearne  Read Replies (1) | Respond to of 436258
 
bobcor, I wouldn't want to be caught short MU when spot prices start to rise, even though they are meaningless.

I'm hearing rumors that there is a MAJOR supply constraint on silicon wafers. Companies cannot get as many wafers as they need. This may explain why component inventories are up. A $500K server sits there in inventory waiting on $5K worth of chips. I'm expecting wafer supply to be VERY tight at LEAST through next year.


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