SI
SI
discoversearch

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: yard_man who wrote (7558)1/13/1999 4:31:00 PM
From: Math Junkie  Read Replies (1) | Respond to of 10921
 
What you are missing is the fact that Intel did not have the overcapacity which the DRAM industry has had. When that overcapacity turns into undercapacity, the boom in semi capex will be on again.

As for valuations, I agree that they are high for where we are in the recovery, but that is a problem that will be solved by time. However, I definitely advise against shorting, because of the accumulating evidence of a coming recovery, and the way investors tend to react to such news. The time for shorting was Oct. '97 through Aug. '98. For people looking to put new money in this sector, my advice is to look to the small cap members of the sector, some of which are still pretty cheap.



To: yard_man who wrote (7558)1/13/1999 4:50:00 PM
From: Will Lyons  Read Replies (3) | Respond to of 10921
 
I think you are missing the possibility that the
PCis not the whole ballgame !
Coonsider all the other sectors of the economy that
eat up chips, e.g., tv audio auto phone games and
toys cameras and on and on and on.

Also consider that the equipment is used for other
products such as MEMS medical equipment smart cards
and on and on and on

Can anyone tell us what fraction goes into PCs ?

Will


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News