Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 142.62

+2.2%

Nov 21 3:59 PM EST

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To: John Dally who wrote (3600)	11/28/1997 10:50:00 AM
From: FJB	Read Replies (1) of 10921

John, RE:It seems like just two weeks ago I looked at the Achilles site and saw 16 Mb DRAM at $3.90, last week it was $3.46, and now it's $3.10. What do you think is happening? Is demand softening in Q4? Or, has additional production capacity come on line? I think there is a serious demand problem in Japan. That consumption tax they passed awhile back is probably the stupidest move I've ever heard of. NEWS STORY-Tokyo Electron downgraded by Solly on fears DRAM makers will cut back capital spending interactive.wsj.com I thought you would like that story. ;-) Bob

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