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

To: Steve Lee who wrote (7354)	11/7/2000 2:22:59 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

Steve, the Taiwanese companies (alltogether 20% of DRAM) have been hit by capital shortages and will reduced planned Cap-Ex, I think that Infineon is dreaming. Any company spending 30% of sales on cap-ex must borrow that money, and liquidity is getting tighter, not "looser". By the way, the bu$$ acquired this morning just went out at $70.125. Will see if I can get back in well under $68 again. A lot of congestion here at $70 and change. It took quite some time to get that trade off. Zeev