SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?


To: Darin who wrote (3550)11/19/1997 9:54:00 PM
From: Jerry Olson  Respond to of 10921
 
Hi Darin

It was a 4 page report, very insightful and loooooooong<g>

Just quickly, he said..they are gaining market share..

They are making larger profits because of higher prices for the 8020..

Made inroads into Japan thru NEC, beat out NEC's own vendor..

Feel their growth will beat the street next year....and on and on...

The report was 20 pages on the entire sector...very bullish long term into last half of 98....and well beyond...

Hope this helps....