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 254.72

+0.9%

Dec 1 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (14319)	1/8/1998 7:49:00 PM
From: davesd	Read Replies (2) of 70976

Brian...the DRAM price is moving in the right direction.....however, as I stated yesterday...the increase in price is not due to shortage of capacity but more due to reduction in production. As soon as the DRAM price gets to a profitable level....the folks who have cut back will crank up the fabs again. Unfortunately, this will not help AMAT in the short term.....I'm not sure how much of AMAT's business is selling spare parts and other consumables for keeping the tools running...but mothballing tools will impact that part of the business. This is good news for MU..since they are the lowest cost producer and the uptick in DRAM price will make them profitable before the other DRAM makers. DRAM needs to go upto the $4.50 level for it to be profitable for the asians. It's at $3.50 and climbing. dave

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next