Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: Jeffrey D who wrote (30397)	5/20/1999 11:30:00 AM
From: Proud_Infidel	Read Replies (2) of 70976

Aren't the people on the Burke thread are a contrary indicator<GGG> Seriously, their argument about soft DRAM prices is weak. First, DRAM as a % of revs is now and will probably continue to be lower as logic and communication make up a growing % of chips. Second, STMicroelectronic's Dauvin predicted a weakening of DRAM prices before they headed back up. He has been as accurate as anyone regarding the health of the chip industry. In a choice between him and those on the Burke thread, my money is with him:-))) Brian

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