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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?


To: willcousa who wrote (10037)8/28/2001 9:57:49 AM
From: Terry D  Respond to of 10921
 
Will -

I remain unconvinced. My experience with oil stocks over the last 3 years reinforced my belief in supply/demand.

The cure for a spot price of $1.40 - $1.60 for 128M DRAM is a spot price of $1.40 - $1.60 for 128M DRAM.

But production cuts & gradual gains in the commodity price take a while to trickle down to suppliers.

I may well miss this one - but hope alone is not sufficient.

td