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Technology Stocks : LSI Corporation
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To: Taby who wrote (15491)10/7/1998 12:38:00 AM
From: patrick tang  Read Replies (1) of 25814
 
The PC market is pretty hard to read IMO:

CPUs - AMD has done good, Intel is supposed to be having a good Q3.

DRAMs - price rose all the way from beg. of July to about 2 weeks ago and since backed off a little, especially non PC-100 SDRAMs. Looks like surplus building in 16Ms and 4Mx16 SDRAMs.

Guess on the whole can say PC market doing OK but DRAM is still oversupplied? Can't wait for Intel to report.

patrick
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