SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 148.32-3.3%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ian@SI who wrote (7963)7/6/1999 8:37:00 PM
From: Jerome  Read Replies (1) of 10921
 
Ian, We're in for another good month.Could it be that no matter what happens to DRAM prices there will be plenty of semi-equipment business to support this industry.

It was suggested before that DRAM prices could go to ZERO, and still these companies will do fine. (DRAM companies and semiconductor-equipment companies)

I believe that DRAM went to ZERO, some guru would pronounce this the new business model.Maybee we will just rent the memory that we need, at a lower cost than buying it.

What degree of accuracy do you attach to these figures? There is so much data out there that I feel that the interpretation of it might be less than objective.

Have a good month, Jerome
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News