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To: Kip518 who wrote (46239)6/10/1999 9:57:00 PM
From: Big Joe  Read Replies (2) | Respond to of 53903
 
Both Acer Semiconductor and Powerchip of Taiwan are switching their production from DRAM to foundry starting 3Q/99. Each company accounts for about 3% of global 64mb DRAM capacity. In other words, we are seeing a reduction 6% of global 64mb DRAM capacity. Wouldn't this help DRAM price to rebound?

BJ



To: Kip518 who wrote (46239)6/11/1999 12:02:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
kip, i'm being conservative, as usual. 15 cents in losses w/b very good... for a $5-10 stock ;-)



To: Kip518 who wrote (46239)6/11/1999 10:28:00 AM
From: Fabeyes  Respond to of 53903
 
How does -.10 sound? I will be away from the site, though dropping in now and again, for a few weeks. Moving time.


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