No. of Recommendations: 1
Does this mean that solid state memory drives prices will be dropping?
Remember 99-2000? Supposedly, there was a semiconductor "shortage". Prices and margins soared. Everyone built new fabs like crazy. When the new fabs came on line, prices and margins collapsed. I used to hold Sandisk. You could see their stock price track the "shortage" and "glut" cycles. I remember the day after Thanksgiving of 2000. I had the day off from work, so was home, with bubblevision on. Bubblevision announced that Broadcom had just issued a warning. I ran to the phone, called the human broker I had not fired yet, and sold my Broadcom. Over the next month, I sold every other tech stock I had.
Steve
