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Strategies & Market Trends : Trend Setters and Range Riders
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To: Frederick Langford who wrote (5535)6/1/2001 8:19:01 AM
From: keithcray   of 5732
 
08:03 ET Robbie on Semis : Robertson Stephens says that motherboard demand is stabilizing after a freefall in early May and that order rates for AMD (AMD) and Intel (INTC) processors have picked up over the last week or two. Robbie notes, however, that DRAM pricing continues to freefall with bellwether 128M SDRAM hitting new lows daily over the last couple weeks.
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