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 233.46

-5.9%

Jan 30 9:30 AM EST

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To: James Connolly who wrote (3845)	12/15/1997 9:39:00 PM
From: LLCF	Read Replies (2) of 10921

<1. How can the spot price for DRAM drop so fast ? The spot price is currently around $2.10 !!! Is there any particular event which caused this ? Either demand dropped very quickly or production ramped very quickly.......No?> I too had questioned who was "dumping" to force the prices down so quickly...I wouldnt be surprised if some asians were'nt selling based on their local currencies for a period of time here. I would think this would ease soon if thats the case. I could see the whole group have a sharp rebound as some positive news comes out: ie. how bad could the book to bill be? And what if dram prices rebound? Good trading opportunity, but of course the real question remains...what about the long term? DAK

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