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: pat mudge who wrote (36436)8/9/2000 5:14:46 PM
From: Proud_Infidel  Read Replies (3) | Respond to of 70976
 
Pat,

Excellent notes. I usually post some, but your would put mine to shame.

BTW, DRAM as a % of revs was 15%, a near historic low if not one outright. When these orders come in later this year, we could see substantial blowouts.

Thanks

Brian


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News