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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Paul A who wrote (64278)	5/8/2002 7:30:28 PM
From: DebtBomb	Read Replies (1) \| Respond to of 99280

Paul, are you speaking from first hand experience in the biz??

To: Paul A who wrote (64278)	5/8/2002 7:33:13 PM
From: the_wheel	Read Replies (1) \| Respond to of 99280

Do you know Paula? Seems like you two would be a good match (for alliteration only)

To: Paul A who wrote (64278)	5/8/2002 7:38:27 PM
From: t2	Respond to of 99280

DRAM prices plunging.. drastically too.. Demand is virtually nonexistant Paul, I recall a discussion with you (i think it was you) about how DRAM prices were heading higher last fall but the semiconductor stocks had not moved much by then. Back then it was a leading indicator of a significant business uptick. Now the very reverse has been happening to DRAM prices..dropping. Also think Cisco has a big supply chain of semis...however, Cisco is not 100% of their business; they also have lucent, nortel, cien etc...but those companies have struggled. The market seems to believe that Cisco suppliers are doing just as well. Just wonder how long the bounce in tech lasts. Dram pricing site: dramexchange.com