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


To: Kirk © who wrote (7089)11/25/2002 2:15:31 PM
From: BWAC  Read Replies (2) | Respond to of 95568
 
On the other hand, if Intc can raise prices for flash on Jan 1, the why can't they do the same on Nov 25th?



To: Kirk © who wrote (7089)11/25/2002 2:18:34 PM
From: Sarmad Y. Hermiz  Respond to of 95568
 
>> I wonder how long it will take for the market to read Don's tables and see AMAT with a PEG of 1? :)

I think the chip companies will rise first. Likely they will report better seq Quarter in Jan. I'm thinking of Altera, LSI, Intel, Xylinx.