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 158.49

+2.4%

2:44 PM EST

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To: Jay M. Harris who wrote (3909)	12/17/1997 4:17:00 PM
From: Clarksterh	Read Replies (3) of 10921

Jay - "Current 16 meg ASPs are at $2.5 to $3.20 for SDRAM. Hence, at prevailing prices MU is already losing money with a 15% premium over all other DRAM suppliers." Well, this assumes that the prices stay down that low, and I suspect that they won't. They will probably rebound somewhat, for a while as soon as S. Korea stops unloading their inventory for cash. By the time that they sink down to this level again I suspect MU will have moved forward a notch. "Clark; would you buy bonds of Fabs operating at a loss to fund .25 Micron capacity, hence, doubling the supply of SDRAM at todays and possibly lower prices?" Yes, actually I was considering buying some MU (I don't do bonds, generally). I expect that they will have gained considerable market share by next upturn, and I expect that upturn to be VERY profitable just as it was after Japan exited the DRAM field. Clark

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