Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Andrew Vance who wrote (23978)	8/14/2001 1:12:11 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 30051

One should assume that other wafer producers are not in much better shape and may not be able to afford taking on the huge debt WFR has. Thus, they may step into the picture only after VEBA cuts a big chunk of it, I would presume that is when Wacker would step in, if it can. In the meanwhile, I have started to take the lunch tactics off the table in the last 15 minutes with BRCD out at $33.63 for $.50 profit and QLGC out at $40.60 for almost a buck. Still riding BRCM, EMLX and JNPR.