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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (3250)	5/24/2002 8:16:26 AM
From: orkrious	Read Replies (1) \| Respond to of 95622

I truly believe that the drop in Dram is ONLY occurring because Micron is pooring the "you want to see how low we can afford to sell memory at" on. ROFLMAO. How many quarters has MU made money in the last seven years? Five? they sure have a lot of control over pricing.

To: robert b furman who wrote (3250)	5/24/2002 8:51:23 AM
From: Alastair McIntosh	Read Replies (1) \| Respond to of 95622

Hi, robert b furman. If the board of director would take their pride and head out of their butts - and admit they've had it handed to them by the most efficient manufacturers globally (Samsung /Micron).The drop in Dram would never have occurred I think it would be more useful to explain what caused the artificial runup in DRAM earlier in the year rather than look at the reasons for the return to market pricing. My perspective is not that chips will never recover. They will recover as end demand recovers. I don't see any early signs of that as yet. (At least Goldman Sachs agrees with me this morning)