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To: MoonBrother who wrote (2001)	11/18/1997 10:16:00 PM
From: DJBEINO	Respond to of 9582

Microprocessors for PCs and specialty chips for "smart" products such as digital cable boxes, digital cellular phones and high-speed modems will continue to power the industry. DRAM prices will remain low, after dropping 80% in 1996, but production costs have declined as well. "So the net result is that the companies are at basically break-even," says Peck. Additionally, six new DRAM memory manufacturing facilities scheduled to go into production in the first half of 1997 were canceled, which has stabilized pricing in the DRAM sector. "As long as pricing stays stable, then [pricing] becomes irrelevant because the unit growth is accelerating to 100% when it's normally 65%," says Merrill Lynch analyst Thomas Kurlak. (FROM SMARTMONEY)