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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: Proud_Infidel who wrote (30415)5/20/1999 11:49:00 AM
From: Gottfried  Read Replies (1) of 70976
 
Brian, Mr Myers of SEMI actually thinks DRAM price weakness is accelerating equipment buys...

"The continued strength of equipment orders is very encouraging," said Stanley Myers, president of SEMI. "Now that the Asian business climate has stabilized, reports of price weakness in the DRAM market seem to be accelerating the push to next-generation 0.18-micron technology for memory products. Test, assembly and packaging businesses are also recovering more quickly than expected thanks to the move to faster and more integrated chip designs."

Gottfried
I take that with a grain of salt.
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