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 : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (10409)	11/9/2001 9:19:50 AM
From: Think4Yourself	Respond to of 23153

Your friend is absolutely right based on everything I am hearing/reading. the situation is particularly dire with the memory makers. If chip prices don't improve in the next year then two things will happen. First is that some companies will be forced out of business. Second is that the remaining players will be so financially crippled that they might never recover. For memory makers the party is probably over for good. Margins will never recover to former levels due to the production technology shifts. Just ask the folks crying over at Rambus. They tried to improve their margins and effectively lost it all. New fabs being built/ramped up are going to make a very bad situation even worse. Can't believe people are buying companies like MU, but I plan to bet some more today that the current stock price doesn't last. Incidentally you can thank the Korean banking system for exacerbating this problem. Hynix should have been allowed to fold. They are going to die anyhow. Korea just prolonged the agony for everyone, including themselves.