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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Rick C. who wrote (2404)	12/17/1997 3:36:00 PM
From: Iris Shih	Read Replies (1) \| Respond to of 37387

Hi Rick, I have read that post, too. It also makes me skeptical on semis here. Since the election, Taiwan market has rebounded more than 800 points. But if you look at the performance of TSM(one of the island's biggest foundries), you'll know something wrong with the semi foundries over there. I read some articles which mentioned that many analysts are still optimistic about semi equipment makers here since they believed that only Japanese and Koreans might cut back their capital spendings but not the Europeans or Taiwanese. But you see Taiwan also encouneters its own problems here. I bought a small amount of amat and altr next Apr.-Jun cheap puts when they advanced this morning. I plan to use these as hedges since I am going to buy the stocks when they retrace back down. I stole this idea from exchange2000.com. It makes sense to me and also provides some downside protection. I also start to follow the "Buy semi-equips when the blood is running" thread. A lot of value information there. Talk to you later. Iris

To: Rick C. who wrote (2404)	1/2/1998 5:09:00 PM
From: Crossy	Respond to of 37387

Hi Rick, FYI RAM & DRAM is actually used interchanchably. Different branch is SRAM (static RAM) which is used for cache. On DRAM (which is used for main memory) You could choose between: SDRAM (sync DRAM), EDO-DRAM (extended data out DRAM) or FPM-DRAM (fast page mode DRAM), where FPM is the oldest & slowest variety. BTW, die shrink (to 0.35 and 0.25 micron) makes the RAM much easier to produce, so $9.50 or $2.50 for a 16megabit DRAM on a 0.25/0.35 process is not the same than $10 on 0.5/0.75 ym process. You know, the Intel way of doing things. You can still earn a decent profit. Yield improvement is everything here.. sorry that I reply that late to this but XMAS & new Year took their share of attention with me. Happy new Year, regards CROSSY