SI
SI
discoversearch

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 : Ask Michael Burke
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: dppl who wrote (2714)10/9/1996 12:44:00 PM
From: Knighty Tin   of 132070
 
Thomas, When the sales are up 2.1% and orders 9%, more than all of both totally on a price run up in DRAM, you can bet there was double ordering. After all, it costs nothing to order and why take a chance that the bloated prices are not real? As the spot price goes down and the inventory hits the market, you just cancel if your supplier doesn't adjust price. My read is that DRAM plants are running closer to 75% of capacity, with Samsung, the biggest player, reporting that is their level. If the price of DRAM goes over the level where chipmakers make money, you will see all this capacity coming on stream in one swell foop. MB
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News