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

To: Donald Wennerstrom who wrote (17694)	8/6/2004 12:31:11 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95639

Micron chases NAND share <<Aug 05, 2004 (Electronics News - ABIX via COMTEX) -- US-based company, Micron Technology, plans to enter the computer memory market. It wants to enter the Not And (NAND) Flash memory market which is the fastest growing part of the memory market. Some industry analysts feel that the electronic logic gate, NAND, will replace Dynamic Random Access Memory (DRAM) as the process driver for the sector. Micron will have its first NAND Flash solution available before the end of 2000.>>

To: Donald Wennerstrom who wrote (17694)	8/6/2004 12:55:19 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 95639

>> there was no way the market was going to be in the "green" today. Don, Actually, any positive addition to employment should be positive for business profits and finances. Including loan demand, etc.... I think the sell-off is not an over-reaction, but a reaction in the wrong direction. The only explanation is that sellers are expecting a recession. Otherwise, I don't see how an increase in employment and earned income can be bad for company profits. Sarmad