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: Lewis M. Carroll who wrote ()	12/21/1996 12:35:00 AM
From: Jeff Carolla	of 138

SRAM and SIMMS prices are collapsing. I brought a 4 MEG RAM chip today for $17.99 and was offered the chance to get a 32 MEG chip for $129.00. The obvious problem with this market is tremendous oversupply, increasing capacity far beyond the current needs this year, and increasing chip capacity far beyond the needs of ordinary folks (at collapsing prices). Five years ago when the chip plant burned down in Japan and supplies were tight these companies could really make killer money in chips. Today, I can buy chips for within a factor of ten on a pound for pound basis with POTATO CHIPS. There is no money to be made in this market and certainly no accelerating earnings necessary to boost chip prices back to where they were in mid 1995.

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