Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: LTK007 who wrote (31141)	2/19/2002 10:37:21 PM
From: Jdaasoc	Read Replies (1) of 99280

lukewarm recovery which semis are NOT priced for--they remain grossly overpriced. The guys at Micron have been much more sucessful at controlling their market for many years then what ENRON tried to do and failed. I can't predict that 256 DRAM chips, currently @ $ 9 ea will be $ 20 ea in 3 months or $ 3 ea. I wouldn't take more then 1 fab "going down" or another going online to cause the price swings described above. My preference is a political crisis that takes Korean or Tawaniese production offline temporally to get corporations buying computers in masse with cheap AG dollars before they go up $200 in price for 512 MB DRAM required for XP. Most companies I know are way behind the 3 yr computer life cycle and is planning to replace 40-50% of their computers this year. That would solve most of the semi equipment mfgs. woes quickly.

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