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Politics : Formerly About Applied Materials
AMAT 320.99-1.8%11:14 AM EST
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To: Teri Skogerboe who wrote (20715)6/24/1998 1:53:00 PM
From: Proud_Infidel  Read Replies (2) of 70976
 
Teri,

Re: The prices for those chips have been steadily falling

I hope you don't use this as the basis for investing in the semis. Prices for chips of each and every kind have always been falling- that is the nature of the business. The key is the rate of decrease and remaining profitable with the falling prices. We have seen DRAM prices plummet from late last year into this year. They have levelled off and that is a very good sign. Along with the fact that Samsung and several other chip makers will voluntarily shut down for several days, these are good signs and should bring DRAM back into equilibrium sooner. Win98 is also coming to market and I believe(not sure) that it requires 64MB of DRAM. Knowing MSFT and their requirements, if they say 64 is needed to run the OS, it's probably closer to 128.

BK
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