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To: Steve Robinett who wrote (50496)2/10/2000 2:46:00 PM
From: Charlie Smith  Read Replies (3) | Respond to of 53903
 
Steve:

Thanks for the table. Appears I'm not the only one behind the curve on DRAM pricing, though. Am I hallucinating, or didn't the entire SOX complex used to get crushed by a DRAM price trend like this? MU is beginning to crack a bit, but most other semis are hitting new highs still. Why is this time different? Do we have such a "buy tech at any cost" mentality out there today that people are missing what has historically been a very important indicator?

Charlie