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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Pink Minion who wrote (7981)	11/19/2000 8:27:29 AM
From: Logain Ablar	Read Replies (1) \| Respond to of 30051

ex If we assume Andrews middle ground of 9 months (it should be less for the Taiwan FABs doing both DRAM and Flash and remember SSTI had greater sales last qtr when the FAB converted and produced more flash for SSTI, maybe this was a line already set up for flash ??) and more DRAM lines start being converted in Sept - December period (DRAM has been falling for appx. last 3-4 months) then we would have more capicity coming on line in June of 2001 at the latest. Remember SSTI indicated they were booked thru March and were on the way to being booked thru second quarter of 2001. Market looks out 6 to 9 months and I guess this is the main weakness we are seeing in SSTI (plus market weakness). Tim