Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Fortinwit who wrote (5258)	5/4/1998 9:41:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

F, I, for one, welcome your posts, as I'm sure many others do. Re: PS: As a longtime lurker, I have appreciated your fact-filled posts (as opposed to my own gut feelings). Your gut feelings are probably welcomed by more readers than mine - especially when you state the source for those opinions. If the move to .18æm provides sufficient productivity gain, it could further delay the move to 300mm. I don't think any chipmaker wants to take the hit from being the first 300mm fab in the world. So we could see 300mm coming even later than the current announced plans. It will come, I have no firm idea when, however. To keep Moore's law in operation, the chipmakers have no choice but to send bags of money to the equipment makers that can help them most. IMO, those companies will continue to do well. During the 300mm ramp, almost everyone will do well. FWIW, Ian.

To: Fortinwit who wrote (5258)	5/5/1998 3:11:00 AM
From: eabDad	Read Replies (1) \| Respond to of 10921

Forti: While Carl Johnson & Co. do not market themselves as "timers" they do write an investment newsletter and recommend positions in stocks - therefore they should be measured as such. Carl listens to the equipment companies too much, often the last place to look for a change in the market fundamentals. He also tends to try and dig up competitive site info - very little of which makes a real difference on which company gets accounts to the point of affecting stock price. In my experience, stock prices are set by (in this order): A. Market fundamentals 6 months in the future B. Investor psychology C. Company fundamentals - market share trends and product position D. Market fundamentals today E. What the company says F. Single account competitive stuff Carl spends all his time on D through F, some C, but very little on A and B - therefore he cannot be a good market timer. Z