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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: Wes who wrote (4554)1/26/1998 9:33:00 PM
From: Sweet Ol   of 10921
 
Wes,

Your post is certainly thought provoking. However, I remember that Microsoft designed Windows 95 assuming $5/MB RAM. It didn't get down there until about a year ago. I suspect that too many people jumped into DRAM because of artificially high prices and now there is an oversupply. I am not sure that is true across the industry.

JMHO

jrh
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