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.
Technology Stocks : ASTX
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Invest2Ride who wrote (187)7/31/1998 6:07:00 PM
From: Josh M. Jance  Read Replies (1) of 275
 
AMAT is up just under 15% over this past week. People are starting to look at semi-cos. tooling up for the next push into .18 micron chips. AMAT, and therefore ASTX, should benefit from this regardless of how chip prices fare. Also both AMAT and MU indicated a possible rebound in DRAM chips. This is significant in light of collapsing Asian currencies. Asian chip cos. then have a comparative advantage in pricing. They are able to cut U.S. dollar prices and still maintain the same profitability in their domestic currencies. If prices are firming up in spite of this, coupled with insignificant Asian demand, DRAM producers could be on the rebound.
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