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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (7088)	11/25/2002 2:13:31 PM
From: Kirk ©	Read Replies (2) \| Respond to of 95565

My experience has been that when a big move appears unjustified by news, the news usually appears later, and the move then looks completely justified. 100% long... wow! :) If Intel can raise price on Flash Jan 1 as reported today, then this means there is a big demand coming from devicess that USE and NEED Flash... probably in excess of capacity or the prices would drop to fill the capacity. Devices use chips... my guess is the move we've seen in the market these past weeks is just now being revealed by the news as for why it went up. With any luck, the news will continue good and perhaps the stocks can go up more... but I do believe it is fundamentals in the long run. I wonder how long it will take for the market to read Don's tables and see AMAT with a PEG of 1? :) Kirk