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Technology Stocks : IDTI - an IC Play on Growth Markets
IDTI 48.990.0%Mar 29 5:00 PM EST

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To: Rob S. who wrote (4414)10/25/1997 3:37:00 PM
From: Chi Pan  Read Replies (2) of 11555
 
The following was what I posted on CY. Thought it might be useful here also.

<<I have to remind everyone that I heard RAM price are falling in Taiwan. This is unexpected. Because the prediction was RAM price will recover in the fourth quarter. Of course the fourth quarter is not over yet. But this will course immediate problem for stock price of memory related companies like MU, CY, IDTI, ISSI. I know CY, IDTI, ISSI are making SRAM not RAM. However, history tells us that every time there is a RAM price problem those SRAM makers were also affected.>>
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