Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: cardcounter who wrote (81187)	5/26/2000 6:42:00 AM
From: Earlie	Read Replies (2) \| Respond to of 132070

Cardcounter: I love the name of that firm. (g) This reco does suggest a few questions: If there is a developing Dram shortage, why is the price of Dram not on a rocket ride? Who and where are the brand new and obviously low profile consumers of the massive memory production increases that are occurring as a result of improved yields (currently increasing at close to last year's torrid pace). I've heard this story now every single quarter for the last two or three years. So far, it has been something of a mirage. (g) With the stock market now fully embraced by the bear, it is likely that consumer PC demand will continue to slowly ebb, following this spring's big surge. Forget business,..... that is dreaming in technicolour. IBM, one of the industry's giants, just vacated the consumer PC sector. Was this a philanthropic act? I suspect not. And it does speak volumes about the PC environment. Most of this Dram shortage talk is nothing but marketing types trying to shore up pricing. Best, Earlie