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

To: orkrious who wrote (65255)	5/10/2002 10:45:53 AM
From: DennisToo	Read Replies (1) \| Respond to of 99280

Don't count on it. They'll be huge in Asia. Never single digits on this one. The street loves Morgan. Anyway I own it cheap. I'll unload 1/2 @ 28. + on Tuesday AH for "megga" profit. If it goes to the teens I'll buy more. Long term its a winner. Long term this one survives just like CSCO. IMO Good luck, D2

To: orkrious who wrote (65255)	5/10/2002 11:18:26 AM
From: Pink Minion	Read Replies (1) \| Respond to of 99280

and the past Q isn't representative of the future. many of their recent orders were based on DRAM strength, with was bullst. the DRAM price increase last Q was due to withholding of supply from the market rather than increased demand. the semi equip stock buyers will sold a bag of sht It also were the foundries who have to order new equipment because no one wants to run their chips through the old equipment. The Dram increase was probably several factors acting together. Hynix not wanting to sell, inventory restocking, Windows XP. I think the biggest was shutting down lines to migrate to smaller line widths, 128M-256M chips AND to DDR. DDR use to be higher priced and now they are leading the downturn.