SI
SI
discoversearch

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 : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (14445)12/18/2001 11:25:51 PM
From: Sam  Read Replies (1) | Respond to of 99280
 
Zeev,
Toshiba is getting out of the DRAM business altogether, NEC announced this long ago, Hitachi is making bloated claims that they will surpass EMC in storage by 2005 (I think that is the year--yeah, right), Fujitsu is out of the DRAM and desktop drive businesses--all of the large Japanese chip/electronics companies appear to be consolidating and refocussing their investments. Somehow they all look like they are coming unglued these days, man is it different from 10-12 years ago when they seemed to be taking over the electronics world.

It wouldn't surprise me to see MU up tomorrow, or at least not hit too hard and up for the week. The theme: what's past is past, the future holds the continuing consolidation of the DRAM industry and eventual huge profits.

Sam



To: Zeev Hed who wrote (14445)12/19/2001 11:18:47 AM
From: Mike M  Respond to of 99280
 
I can't see the COMPX breaking below 1930 this month. Perhaps it will but I think the odds are very much against it. Next week isn't likely to see a big selloff unless terrorist mess with Santa's sleigh. More likely we will see some weakness early in 2002.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News