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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (13354)	10/22/2001 7:09:53 AM
From: Gus	Respond to of 17183

You're welcome, Sam. Check this out. The disk drive makers have been unprofitable since 1997 while the DRAM makers have already bottomed and peaked once, and appears to be on the cusp of bottoming again with another wave of consolidation. If my memory serves me correctly, 1H98 was the last time the DRAM boys slugged it out below variable or cash costs. "Pricing is already so far below the cost of production all companies are making a loss," Andrew Norwood, senior analyst with Gartner's semiconductor group, told a briefing for reporters. "If it falls further it will go below variable costs and we'll see companies going bankrupt. Some sense of reality has to return to the industry," Norwood said news.cnet.com