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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 160.52-4.9%Dec 12 9:30 AM EST
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To: James Connolly who wrote (3845)12/15/1997 3:25:00 PM
From: Scott Maxwell  Read Replies (1) of 10921
 
> Either demand dropped very quickly or production
> ramped very quickly.......No ?

No. Between end-users and production lines for DRAM we have Inventory, and people who manage that inventory. Short-term gyrations in DRAM prices are exaggerated by inventory management strategies like drawing down inventory when a user suspects prices are falling fast and a producer dumping its inventory when it needs cash immediately, both of which have been happening.
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