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 154.74

-0.8%

Dec 1 3:59 PM EST

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To: LLCF who wrote (3790)	12/12/1997 10:21:00 PM
From: Teri Skogerboe	Read Replies (1) of 10921

<<Or will we be amazed in 10 years at what the new IC's are doing, who's making them, how many are used and for what>> Well put. I buy this scenario. DRAM pricing plot sickens (for now). techweb.com Excerpt: "Prices for a 16-megabit DRAM on the spot market in Taiwan have recently fallen by a staggering 25 percent, to $2.40 per unit this week from $3.20 two weeks ago, said analyst Don Floyd at ING Barings Taiwan Ltd., in Taipei, Taiwan. Prices for a 64-megabit DRAM in the local market have fallen by more than half this year, to as low as $15 as of last week, Floyd said."

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