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The Chips Aren't Down

By Jim Cramer

 About this article:
 When do we sell the semis? The DRAMS? The flash? When do we get out of the hard drives? These are legit questions, but the people who are asking, "when do we sell Micron , Western Digital and SanDisk ?" are the very people who told you never to own them. That's the conundrum of this semi cycle and PC cycle .Just as we are finally hitting our stride and we realize that the semi cycle is alive and well again, AND NOT JUST RE-STOCKING, all over the papers, including the Wall Street Journal, we see reports crying, "when do we sell?" I am of two minds on these stories. It is absolutely true that these are big cyclical commodity plays and pricing does peak. But it is also true that the commodity players have added very little new capacity, because they didn't believe either. They all...

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