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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Iris Shih who wrote (53644)	4/10/2002 6:25:25 PM
From: Return to Sender	Read Replies (1) \| Respond to of 53903

I could not get into the site either Iris. I know they were moving their site so it should work soon. On your other questions. I think the comm chips are still hurting because of too much competition in an end market. Demand can no longer be expected from the weak sisters (telecom and telecom equipment companies) who have and still are going bankrupt. CSCO can only buy so many chips. On the consumer side of the equation. As far as ESST and CRUS I do follow them. In fact I currently have a large trading position in ESST. I believe that consumer demand is still growing strongly for DVD's and VCD's and pricing pressures may not appear for another 12 months or more. One caveat on my recommendations; I have absolutely no special insight into this industry. I just like the fact that some of these companies like MU and ESST right now are actually capable of generating big profits. Come over to the Wennerstrom Semi Equipment thread where we discuss the merits of all kinds of semiconductor stock investing. Subject 37144 The people over there are generally much more knowledgeable than I am. RtS