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 148.83

+3.9%

Nov 19 3:59 PM EST

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To: Zeev Hed who wrote (4183)	12/29/1997 12:12:00 PM
From: Proud_Infidel	Read Replies (1) of 10921

Re: some companies are withdrawing from DRAM (Japan Steel?) and moving into foundry services for logic devices. That might keep the slight oversupply there for some time. Zeev, If JS moves out of DRAM and into foundry services, won't this have the effect of reducing the supply/demand imbalance sooner than had they remained in the biz? One less player in DRAM; please explain how you arrive at your conclusion. I of course assume that you mean DRAM since I know of no foundries which are suffering the same overcapacity problems such as the DRAMers currently are. Regards, Brian

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