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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
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To: olduvai5 who wrote (3640)7/20/1998 7:02:00 AM
From: GuyNixon  Read Replies (3) of 4697
 
<Off Topic>

Several questions for the pro's on this thread.

1. I read AMD and Cyrix will double their current MPU capacity by sometime early next year. Being able to increase their market share from 15% to 30%. Can INTC cut cost enough to avoid a further slump next year after the seasonal uptrend in 2nd half of 1998.

2. Besides more 64MB DRAM coming on-line later this year, TI will come out with embedded 256MB Memory Chips. What's the take on Micron and the DRAM market in general.

Thanks in advance

Guy
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