SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Ian@SI who wrote (32682)9/30/1999 9:05:00 PM
From: SJS  Read Replies (3) | Respond to of 70976
 
Shades of the correlation of the oil drillers stock prices and the price of oil....

every sector has it's "commodity" <g>

We wait on the B2B and the price of DRAM, they wait on the API report.

Steve



To: Ian@SI who wrote (32682)9/30/1999 10:00:00 PM
From: Gottfried  Respond to of 70976
 
Ian, >Today, DLJ issues a report stating that the DRAM
shortage is over and even expects an oversupply by Q4.
<

No mention of a PC shortage here.
Thanks for the post.

Gottfried