SI
SI
discoversearch

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.
Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 162.22-3.9%12:04 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ForYourEyesOnly who wrote (4113)12/24/1997 7:43:00 AM
From: Jay M. Harris  Read Replies (3) of 10921
 
Hello THC,

I know there is a page on the web that provides current DRAM prices. I don't have the URL. I think you can find this using a search engine on DRAM prices or something. I use First Call which you probably don't have access to. I post DRAM price moves every 2 weeks. I will certainly let you know when I will be buying (probably 5 months).

THC, VLSI & Dataquest will provide the amount spent on equipment annually relative to semi revenue. This is a subscription to their research. I will post my findings for cal 97 when the info is available, probably 2/98. IMHO, DRAM prices are headed to $1.50 US. I expect a 200% increase in bit supply and a 100% increase in DRAM bit demand for 1998. Micron is moving to .25 micron without Deep UV steppers. This will double the chips per wafer from .35 micron.
Also, the entire SEA is driving the 64 meg ramp on 8" wafers which will conspire to drive 200% bit growth in 1998. Incidently, the 200% bit growth forcast is on capacity that exists today! I'm also considering the removal of 6" capacity. Incremental capacity adds are already in equipment company backlogs for the first half of 1998. It is the second half of 1998 when blood will be running in the streets in equipment land once new orders dry up.

Hope this helps,

Jay
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News