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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Wally Mastroly who wrote (5485)	6/12/1998 7:13:00 PM
From: Skeeter Bug	Respond to of 42834

wally, these clowns have been so astutely wrong for so long (they all had micron tech making $600 - $700 million in profits through 1998 as predicted in 9/97 - instead, they are going to lose that amount or more! 9 months makes quite a difference ;-) i give them no credence. they are truly clueless. the supply demand equation is way out of wack. demand for 64 mb chips is something like 20% leass than current planned supply. good luck getting price stability until some companies go bankrupt. this is precisely why i don't like bob's semi equipment pick. it will go lower before higher. by then i may own it. but, at much lower prices ;-)