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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (11460)	12/14/1997 4:51:00 PM
From: Joan Osland Graffius	Respond to of 18056

Zeev, we have never had a sustained period of chips going up, the best they can do is stop the decline for few months You are correct here, these companies move with earnings based on the cost efficiency improvements together with the chip prices. Oh one other thing is supply and demand drive commodity prices in general. Today we are having kind of a double whammy. Currency deflation in asia, and more than likely decreased demand. I was born and raised on a rather large grain farm in ND and watch grain prices. We are now having pricing problems because Canada and SA 's currencies have trended down relative to the $. I expect DE to start telling us this is a problem. If my scenario unfolds DE could be a short. Joan