Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 335.46

-0.4%

11:49 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: davesd who wrote (13756)	12/22/1997 9:22:00 AM
From: Ian@SI	Read Replies (1) of 70976

Dave, My opinion on DRAM profitability is irrelevant to the decisions being made by those who continue to invest in fabs to make it. I avoid buying chipmakers. I buy chip equipment makers. I see nothing wrong with investing in the non-commodity, highly profitable, rapidly developing side of the business - I just need to take better advantage of it's manic-depressive nature. (DRAM makers will again become profitable, once enough of the weaker hands drop out of the business. This will likely generate a shortage of supply rather than bringing supply/demand into balance. We will then have everybody and his dog (with a spare $2-3B) building DRAM fabs. ...which gets us back to where we are now. Losing the weaker hands is unlikely, IMO, to significantly impact growth at the equipment makers.) Ian.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next