Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 158.70

+1.0%

Dec 5 9:30 AM EST

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To: Teri Skogerboe who wrote (3985)	12/19/1997 10:54:00 AM
From: Ian@SI	of 10921

Teri, One more hobby horse of mine... that ML is expecting DRAM to go lower from here (they say this is likely). Ask ML how many years during the last 3 decades that memory prices have gone up! Saying that DRAM prices will go down is not adding any new information. ... especially when they don't tell you what's happening to the costs of producing that DRAM. ... and whose equipment is being purchased to lead to those lower costs. These analysts are very dangerous to an individual investor's wealth. It's nice to know what they're saying but seldom wise to follow their advice. Ian.

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