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To: Patrick Koehler who wrote (49312)10/15/1999 7:44:00 PM
From: Chas  Read Replies (1) | Respond to of 53903
 
AICE Commentary:10-15
DRAM price offers are at $14 worldwide. DRAM price transactions
are 5-7% lower as market shoppers far outnumber market buyers.
The expectation on the part of the market makers is that prices will
rise as motherboard shipments from Taiwan return to
pre-earthquake levels.



To: Patrick Koehler who wrote (49312)10/16/1999 8:38:00 AM
From: Carl R.  Respond to of 53903
 
Like you Patrick, I went to neutral over the weekend for the same reason. My computer continues to be bullish, but much closer to neutral now.

Carl


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