SI
SI
discoversearch

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

To: BMcV who wrote (22521)3/29/2005 6:42:00 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95761
 
Bruce, Those posters don't have time to waste on MU anymore. They are all busy making money investing in real estate.:)

<<It will take another 4,500 years to match the number of posts of the thread's first 7 years.>>



To: BMcV who wrote (22521)3/29/2005 11:22:07 PM
From: etchmeister  Read Replies (1) | Respond to of 95761
 
A couple of things from CC: contract (as opposed to spot) prices down 10% this quarter. Spot business is 5-10% of total, same as usual.

Surprisingly confident and upbeat;
for sure don't get the impression DRAM market is rolling over - at least in case of Micron 06 Capex is about the same...


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News