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To: DavidG who wrote (23634)11/7/1997 3:45:00 PM
From: davesd  Read Replies (1) | Respond to of 53903
 
Or maybe ...no one is interested!!

dave



To: DavidG who wrote (23634)11/7/1997 4:25:00 PM
From: Jerry Denkera  Read Replies (2) | Respond to of 53903
 
David--actually they believe we may be bottoming out on pricing
for 16megs and we may be hitting the sweet spot as far as actual cost
for the dram makers.AICE believes that when we reach the actual cost factor, prices will start moving in the other direction and I tend
to agree with that outlook.For players in this market the 3.35-3.85
range would appear to be a buying opportunity for speculators with
very little downside risk.
Regards Jerry


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