Boy, Dallas without A/C in summer is like Casper,
Wyo. without heat in January --- not fit for man nor
We are looking to buy a house in the MO. Ozarks this
fall, so I might be a neighbor soon.
annual physical Friday so I will miss the fireworks. I
am not sure that if ALSC posted blow away numbers
much would happen.
My IDTI was the only "good
number" company to actually go up on news. The market is
screwy right now.
IMO DPAC is similar to ALSC or ISSI
I like their 'high density'
concept/products. Someday there will
arise a large need for
like a chip HDD on a PCI card,
I've followed them for about a year,
bought in at about $4+.
At that time I considered
new/risky, plus I was/am out of
They seem to be doing well, but I
don't know how to
value them, since I
only read the chart,and didn't
wait for the next
cycle to evaluate them for a
investment, hopefully in the single
on the DPAC board, if he's
still there. He always
ledgeable and reasonable.
<<So what price are you
waiting for to sell the covered calls?>>
don't know yet. We are reaching critical mass on
shortages of selected memory devices in the Dallas market.
Distribution is getting only 30 day price protection on their
orders, if that. Buyers are loading up OEMs with long
term commitments to insure supplies. There is no
excess fab capacity anywhere, especially for lower
priced devices. Inventory pipelines are empty since
everyone builds to JIT forecast.
To sum up, the
memory market is sold out. The proverbial s--t is about
to hit the fan.
smarter. They moved on further west. It's hotter
than hell here in Dallas today. I was looking at new
houses and most had no A/C. It was not pleasant. Trying
to spend some of my ALSC gains and also keep this
economy going or IE. Perhaps the excessive Texas heat is
harming our friend j971.
Let's hope the selloff
in NAS will come to an end. The good thing about
ALSC reporting earnings tomorrow, is that all the big
guns have already announced (MSFT, INTC, IBM, IDTI,
CY, etc..). We might actualy attract more attention
with all those guys out of the way. And if there is
more selloff tomorow, Friday will be rebound time. We
may have to touch 4000 on NASDAQ before resuming the
Buy some oil stocks, particularly the majors, like
XOM, etc.. their numbers will be really
efforts. If only there was a way to
buck off the time I spend
But, since I'm unemployed I may as
something useful for myself
BTW, I checked out the Corning Cable
job and it's
on the other side of the
Metroplex from me. Too
far to com-
mute daily. Thanks for the lead tho'.