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Technology Stocks : Stock Swap

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To: Andrew Vance who wrote (10713)1/14/1998 4:26:00 PM
From: Nemer  Read Replies (1) of 17305
 
Scoutmaster:

----->BTW-anyone keeping track of DRAM prices and the recent price rise in MU??? IF the industry really hinges on the world of DRAMs, SRAMS, Flash, and other memoory products, how long will it be before this overshadows the Asia Crisis. After all, some of the top memory producers are in the same Asian region. Also how many more days, weeks, or months need to go by with rising or stabilized (not falling) DRAM prices before we see this as a turn for the better???

Unless I'm dreaming/having visions/halucinating/confused/incorrect/partially correct but wrong/ or some other state of mind I think that the increase in DRAM is due to the Korea mfgs being unable to pay for packaging materials and therefore unable to ship merchandise .
If and/or when they pony up for the paper goods/plastic goods to package their product (probably SHORTLY) the price of DRAM will once again fall.

---->It's been awhile since someone asked for an opinion from me.
No one EVER asks my opinion-------ggggg

Regards----Nemer
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