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

To: JDN who wrote (1504)	1/12/1998 5:51:00 PM
From: T Bowl	Read Replies (2) \| Respond to of 2272

You can thank me later... I did everyone a favor today and bought NANO at $8. From a pure TA standpoint this was a HUGE mistake, but I just couldn't resist. INTC earnings better come in ahead of expectations or I'm in big trouble... The market is obviously expecting NANO will suffer along with the other semis due to the asian crisis. Sounds good in principle, but I noticed something interesting recently. The DRAM crisis of 1996 was also disastrous for semis. Take a look at what happened to AMAT rev at the end of 1996. Orders were virtually shutoff for them. Then look at NANO: DecQ95 MarQ96 JunQ96 SepQ96 DecQ96 MarQ97 JunQ97 SepQ97 AMAT 1040.6 1127.9 1115.4 1115.4 835.8 900.9 1057.2 1280 NANO 5.62 5.55 5.99 6.48 6.58 7.30 7.74 8.43 Plot these for the full effect. You MIGHT be able to see a drop in the rate of increase of NANO rev during the crisis, but rev never fell like what can be seen for AMAT. AMAT is just getting back to the Can someone tell me why NANO did not suffer during this time like AMAT. todd