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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.2%Nov 28 9:30 AM EST
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To: Steve Porter who wrote (59758)7/12/1998 2:15:00 AM
From: Barry Grossman  Read Replies (1) of 186894
 
Steve,

<<Don't you remember the exact same thing started happening 4 years ago for DRAM. Lucrative business. Everyone piled on.. capacity out the arse and prices in the can.. well look it's happening again>>

Excuse me but which DRAM supplier was it that had 90+% of the business when this capacity build up started happening?

My point - NOT THE SAME THING.

Barry
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