Formerly About Applied Materials Message Board

STOCKTALK

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.

Politics : Formerly About Applied Materials

AMAT 294.18

-7.7%

12:03 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tito L. Nisperos Jr. who wrote (8251)	9/28/1997
From: Kumar Nathan	of 70976

Tito & Dave: DRAM market is still growing. Everybody thinks that DRAM is purely used in pcs with 16MB or 64MB etc., etc.,. There is acute need for 1-4MB DRAM in other areas. Mainly in video card area, in media processing arena, in telecommunication arena. These markets are huge. Few examples, set top boxes uses DRAM pretty heavily. That ia a huge market. Any video card guys like S3 or any DVD guys like C-cube depends on DRAM pretty heavily. I dont think this market is shrinking. IMO there is a price optimization. But demand for DRAM is piling up. AMAT is well positioned for this scenerio. During Morgans conf. call he anticipated this scenerio and addressed this issue. He said that the demand from logic guys are pretty high. He also said that DRAM fabs are looking to upgrade their equipments. Therefore I dont have any concern about the drop in DRAM market. Regards Kumar.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next