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

To: Zeev Hed who wrote (10495)1/24/2001 5:51:22 PM
From: Bosco  Respond to of 30051
 
Hi Zeev - using this oppty, how do INTC, AMD, SNDK, STTI & FLSH differ as far as flash memory is concerned. I am holding ATML, but I understand it is dealing only in the hi end segment. Do the previous 5 overlap or they each have a certain segment, even though they are getting close to commodity status

TIA

Btw, they are taking down GLW AH, even though its cautious forward guidance is a foregone conclusion. So, FO stks may take a hit also

best, Bosco



To: Zeev Hed who wrote (10495)1/24/2001 5:53:20 PM
From: Bruce A. Thompson  Respond to of 30051
 
Hi Zeev,

I also was not in SNDK and am doubled up in SSTI. I've made a lotta' $$ in SSTI this month but I sure don't want to give any back. My 150 Feb 5 RDRT calls are feelin' mighty fine this evening.

BT


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