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

To: John Dally who wrote (3596)11/27/1997 5:19:00 PM
From: FJB  Read Replies (2) | Respond to of 10921
 
John,

I think one point you are possibly overlooking concerning the Korean DRAM makers is that they are well-diversified conglomerates willing to subsidize their money losing DRAM operations. They consider this segment of their business to be of utmost strategic importance for their long-term business plans.

Congratulations on your profits, but don't get too greedy, because the fundamentals of the sector are not as bad as you think.

Bob


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