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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (4691)4/23/1999 8:00:00 AM
From: Ian@SI  Read Replies (1) of 15132
 
Justa,

I'm wounded.

You criticized SVGI's beloved management. ;-)

Only UTEK's might be more inept at marketing products with superiour characteristics relative to their competition.

Perhaps not, but it's close.

Listening to the DPMI conference call, it seems to be sprinkled with hints that DRAM suppliers are starting to show signs of being capacity constrained. If that's the case, I'd expect DRAM pricing to return to the more traditional 30% / annum decline rather than the 90% / annum decline we've seen for the past 3 years or so.

FWIW,
Ian.
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