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 143.23

-2.9%

3:59 PM EST

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To: Jay M. Harris who wrote (4217)	12/30/1997 12:06:00 PM
From: Justa Werkenstiff	Read Replies (1) of 10921

Jay; Re:"While Korea is important at 35% of Global DRAM capacity; global capacity rules and DRAM prices perfectly reflect the global supply/demand relationship." From Teri's article: japanbiztech.com "Korea currently accounts for 50 percent of the global DRAM market." In your opinion, is there a way to reconcile the two statements or are they just two different versions of the facts?

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