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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
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To: Maverick who wrote (3576)6/28/1998 2:12:00 PM
From: Carl R.  Read Replies (1) of 4697
 
Actually that's not true. The fact that DRAM prices are down is why MU is in the gutter. The glut of silicon wafers is only indirectly related. Just as Samsung, MU, etc over-expanded their DRAM capacity, SEH, Sumitomo, Wacker, and MEMC over-expanded their wafer production capacity. It is true that if there were more demand for DRAM chips, there would be more demand for silicon, but the accelerated conversion from 4MB to 16mb to 64mb in two years (it usually takes about 4-5 years) probably has more to do with the silicon surplus than a lack of demand for memory. Actually low memory prices lead to more demand for memory, and thus more demand for silicon.

Carl
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