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Politics : Formerly About Applied Materials

AMAT 270.13

-1.8%

Dec 11 3:59 PM EST

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To: Gottfried who wrote (25721)	10/25/1998 3:48:00 AM
From: Chuck Williams	Read Replies (1) of 70976

excerpt from the article: The cutbacks, however, should put DRAM makers in an advantageous position in late 1999 and early 2000, when demand outstrips supply for the first time in three years, Fuhs said. Dataquest predicts DRAM revenue will get back on a growth track next year, and hit more than $30 billion in 1999 and $52 billion in 2000. What's your take on this? I know RAM prices in the consumer market have recently doubled. It seems they're saying consumption will catch up with production capacity in the next few years... Your thoughts?

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