Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.51

+6.1%

Feb 6 9:30 AM EST

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To: jtechkid who wrote (23248)	8/25/1998 3:22:00 PM
From: Fortinwit	Read Replies (2) of 70976

...dram prices were firming to moving higher... Comments from Dataquest: - Taiwanese foundries at < 65% capacity, - 64M shrink wafers will get 1000 DPW at newer fabs (making oversupply worse) - <80% total fab utilization industry-wide DRAM prices may be firming, but there is plenty of manufacturing capacity still out there... F.

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