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Technology Stocks : Semiconductor Fundamentals -- Ignore unavailable to you. Want to Upgrade?

To: cordob who wrote (63)8/12/2003 6:19:51 PM
From: Crossy  Respond to of 82
 
Cor,
yes you may be right. With the techstock bonanza a memory, peoeple are only interested in quick bucks not the strategic interactions of subsegments of industries themselves. OTOH, I do consider industry analysis the backbone of any sound fundamental research ..

rgrds
CROSSY



To: cordob who wrote (63)8/13/2003 12:59:48 PM
From: Mr. Sunshine  Read Replies (1) | Respond to of 82
 
<<But i feel that the interest on one board for the overall semi picture does not seem to exist, which is a pity.>>

I do not think this board is widely known. I have been a member of SI for years and just found it. Go to some of the SC & SCE boards and posts links to this thread, you should start getting more participation.

Good luck, I hope this thread does not die off like many others I used to follow.


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