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To: Bob Biersack who wrote (9989)5/30/2001 8:43:19 AM
From: Paul A  Read Replies (1) | Respond to of 19633
 
biz.yahoo.com

and of course, right on schedule- memory prices plunged AGAIN yesterday...256mb shaved off about 15%, flash memory, rambus.. you name it.. all dropped like a rock again yesterday..

Inventory issue my ass.. Thats one issue that is far from resolved- but this is also about demand.. Demand for pcs has slowed dramatically now that just about everyone and his/her uncle is already on the internet.. Networkers are still not ordering and have plenty of ridiculously over priced modules in inventory which should take them right thru the summer, and the worse part about it is- with tons of inventory, no demand - and there is such an incredible amount of companies producing the crap...

...ok ill shut up. Just feels good to make a long term call and actually be right about it! Considering everything I do is usually based on a 1 week time frame, at most 3 weeks :) Im a slow learner..

CCMP your day is coming..



To: Bob Biersack who wrote (9989)5/30/2001 11:24:31 AM
From: Jane4IceCream  Respond to of 19633
 
Trying to decide to get ILA here in low 29's....

Buildups putting pressure on energy shares.

Jane