A Discussion re. Memory: MU CY TXN ALSC IDTI ISSI etc. Message Board

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Technology Stocks : A Discussion re. Memory: MU CY TXN ALSC IDTI ISSI etc.

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To: Harold Engstrom who wrote (103)	12/13/1996 6:39:00 PM
From: Cardin Drake	of 138

There has been no recovery yet in SRAM (or DRAM) prices. Still no light at the end of the tunnel on when prices may recover. The commodity memory companies have gone up with the rest of the techs, but the outlook for the next six months is still bad for that group. I'm not bad-mouthing any of the companies in particular, but earnings will be very weak until actual prices start to recover. The glut of capacity is huge.

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