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

To: Rob S. who wrote (5801)11/28/1997 11:52:00 PM
From: William T. Katz  Respond to of 9124
 
Rob, I would think Samsung's announcement to curtail 1/3 of their investment plans would be good news for everyone but the semi equipment stocks. At this point, it'd be nice if capacity is frozen. As the demand grows for DRAM, disk drives, etc., we can have another cycle of demand > supply which should help the bottom lines of all companies concerned.

I could see some more down days, particularly if Korea acts up. But eventually, the price does have to move towards fundamentals.



To: Rob S. who wrote (5801)12/1/1997 3:51:00 AM
From: Z Analyzer  Read Replies (1) | Respond to of 9124
 
<<I would almost like to see a 1-3 day "irrational blow-off" of
worry with tech stocks down another 5% on average.>>
Haven't we seen enough of these to be down to the last 5 percent already? One more and there will be nothing left.


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