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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: SliderOnTheBlack who wrote (15082)	7/2/2002 6:12:30 PM
From: Art Bechhoefer	Respond to of 36161

Slider, somewhat OT, you could find an equally pessimistic chart for almost the whole semiconductor group. But it's the exceptions that interest me. For example, the latest data show semiconductor sales increaing by 2.8 percent, yet at the same time, sales of DRAM and microprocessor chips are flat or down. All the increase apparently comes from chips destined for telecommunications and/or flash memory, which is used increasingly in cell phones. If sales in this segment of the semiconductor group are up, then why is it premature to buy into the specialty companies making those chips? The prices of the specialty companies are as depressed as for the rest of the semiconductor group. Art