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

To: Stockdoctor who wrote (67177)	5/14/2002 6:45:00 PM
From: nsumir81	Respond to of 99280

Re:HPQ; Another:Telecom & semis. 'R they REALLY different?

To: Stockdoctor who wrote (67177)	5/14/2002 6:55:20 PM
From: nolimitz	Read Replies (1) \| Respond to of 99280

The conversion to 12 inch wafers is the only thing that will benefit semi equip cos. biz.yahoo.com

To: Stockdoctor who wrote (67177)	5/14/2002 7:54:16 PM
From: Softechie	Read Replies (3) \| Respond to of 99280

AMAT and INTC selling stuff to Osama operation...I heard they have a big operation over Afghanistan area...

To: Stockdoctor who wrote (67177)	5/14/2002 9:22:34 PM
From: shoreco	Respond to of 99280

Stockdoctor, << Who the heck is AMAT and INTC are selling their stuff to? >> INTC has been far from bullish, actually they continue to say they see no signs of a recovery, but the "Anal"yst are a different story. They continue to pump&pimp about how you have to be in now (for next years recovery).. I'd like to know who's making all the chips that go into our smart bombs. That would explain a rise in demand. Those bombs are nothing more than GPS guided computers... news.bbc.co.uk EOM Shoreco

To: Stockdoctor who wrote (67177)	5/14/2002 9:26:06 PM
From: mishedlo	Read Replies (2) \| Respond to of 99280

if HP is saying nobody is buying computer and they see no signs of recovery. Who the heck is AMAT and INTC are selling their stuff to? They selling stuff hand over fist to MU. All part of the grand scheme of things. MU will have such an oversuppy of DRAM that they will sell it for .01/chip. Then MU can rise when prices jump on 100% increase to .02 then MU can jump again when chips sell for .04. Eventually MU will hit $80 with MU Chips still selling at 80% below cost. It is all part of the secenario II, with liberties on the idea stolen from zeev, and to be taken with more than a grain of salt. gggg To Zeev: Do you really think More's law can hold up for 15 more years. WOW. Will there be any CONSUMER need for such chips and why? I can see a use in tornado/weather forecasting etc, but what about real consumer need? At the projected speed, how many bits of encrytion will we need. M