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 139.60

-6.2%

Nov 20 3:59 PM EST

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To: Proud_Infidel who wrote (4184)	12/29/1997 12:58:00 PM
From: Zeev Hed	Read Replies (2) of 10921

Brian, JS is a very small player in DRAM ( I think about 5% or less), but the overcapacity might be as much as 30% in DRAM and more capacity is coming on line. If all of the JS capacity of just JS went to logic (foundries, thus excluding CPU's such as INTC, AMD, Thomson, IBM and now NSM), and logic foundries are about in balance (I believe there is a little oversupply), it could create overcapacity in that segment as well. By the way, DRAM went from 60% of shipments to 40% of shipment in dollars sales not in unit shipped, the decline is due to more than halving the selling price in a year (in some segment of DRAM the current price is a third of that a year ago). Zeev Zeev

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