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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?


To: Jurgis Bekepuris who wrote (3567)11/24/1997 5:10:00 PM
From: Gottfried  Read Replies (2) | Respond to of 10921
 
RL and all, an SDRAM shortage next year?...

techweb.cmp.com
Believe it or not: SDRAM supply could
shrink in '98
By Andrew MacLellan
Silicon Valley

Excerpt:
"I think it's likely we'll go through a period of shortage, where the shortage is not driven by a lack of wafer capacity, but by an inability to test," said Bill Bottoms, chairman and chief executive of equipment maker Credence Systems Corp., Fremont, Calif. "


And Dell earns 69 cents vs consensus of 65, yet still dropping
in after hours trading.

GM