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 : Micron Only Forum
MU 276.28-0.1%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Trey McAtee who wrote (38059)9/2/1998 10:50:00 PM
From: DJBEINO  Read Replies (1) of 53903
 
Most important, Edelstone believes, excess global capacity has passed its worst point. As chip makers have drastically reduced their capital spending, the time will come in late 1999 or 2000 when chip supplies run short.

''In the second half of 1999 you'll see a much more benign pricing environment,'' says Edelstone, meaning chip manufacturers will be able to charge more. If that seems like a long time away, Edelstone has an answer: ''If you wait 'til then, it's too late.''

Among the improvements Edelstone discerns in the semiconductor environment is the indication that PC makers have cleared out their excess capacity. That means new computers -- assuming consumers want to buy them -- will require new chips.

''The worst of the excess capacity problem was in the second quarter,'' and as that situation improves ''the company that benefits the most is Intel.''

mercurycenter.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News