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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Proud_Infidel who wrote (5333)5/24/1999 6:21:00 PM
From: Justa Werkenstiff  Read Replies (1) of 15132
 
Brian: Re: "I'm not sure I understand your inference. I assume the Playstation takes up much DRAM?"

Woops. The DRAM boys will tell you that the semi equip industry is dependent to a large extent on DRAM (40-50%). But if you listen closely to the AMAT cc, you will hear Morgan talk about the Sonyplaystation. Kind of odd, eh? Well Morgan was using this as an example of other forces driving the order pattern. Check this out:

zdnet.com

If this is a broad based multi year chip cycle, there will be and are other drivers that must be considered. The old DRAM model to this sector is N/A based upon the earnings reports.
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