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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Math Junkie who wrote (44369)3/22/2001 8:52:40 PM
From: Sam Citron  Read Replies (1) | Respond to of 70976
 
I would agree that end-user demand for consumer electronic devices is probably a better leading indicator of semi equip sales than DRAM inventories, since the latter may be attenuated by DRAM production cuts. MU denied "throttling back" DRAM production yesterday while acknowledging that it changed the product mix toward more flash and SRAM. Makes me wonder what "is" is.