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To: Skeeter Bug who wrote (47329)7/28/1999 1:20:00 PM
From: zsteve  Respond to of 53903
 
Sk, analysts don't have to know anything about ram. the only thing they need is how to make money for their firms and themselves.



To: Skeeter Bug who wrote (47329)7/28/1999 1:25:00 PM
From: Carl R.  Read Replies (3) | Respond to of 53903
 
Of course it is a rmbs play. What are you thinking? If rmbs takes over, that automatically chops about 15-20% out of worldwide dram production capability, which would bring supply and demand back into a balance favorable to producers.

Carl


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