Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.32

-5.6%

Jan 30 9:30 AM EST

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To: KLINVESTOR who wrote (23640)	8/31/1998 2:12:00 AM
From: Skeeter Bug	Read Replies (1) of 70976

kli, the current dram scam is plastered everywhere. it is funny how these analysts mention the percentage increase in dram and leave out THAT EVERYONE IS STILL LOSING MONEY ON A NET BASIS. with good news like this we will only see bankruptcies ;-) the bottom line is that dram fab capacity is being under utilized. the koreans held back inventory just like they did in 1997 - which, btw, led to and 85% decline in dram in less than 12 months when they unleashed the motherload of stored inventory. this game will end. overcapacity IS overcapacity. once profitability returns everyone will jump on the dump inventory bandwagon again and drive pricing down all the more. even if pricing went up the demand for pcs would slow as the box makers would no longer be able to drop prices low enough to entice growth. no growth = supply problems all over again. this industry has some working out to do. it will take a while and will not be accomplished through phony inventory hold backs. jmntbho :-)

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