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

To: Paul V. who wrote (4067)	12/21/1997 10:16:00 PM
From: Jay M. Harris	Respond to of 10921

To semi bulls, I recieved the following mass email on AOL today. This is an example of demand elasticity spurred by the rapid decline in memory prices. We call these folks "mules" because they fly to the pac rim with US $s and fly back with suitcases filled with DRAM and sell chips for a small profit undercutting traditional distribution. ******************************************************************* Friend, * In the market for a memory upgrade. * Tired of being ripped off from retail stores. * Want to save 10 - 50% on your next purchase. We can offer for the first time below market pricing on EDO & SDRAM Memory Modules. !!CHECK OUT THESE PRICES!! 8 MEG EDO 60NS 72 PIN SIMMS.................$17.75 16 MEG EDO 60NS 72 PIN SIMMS.................$29.75 32 MEG EDO 60NS 72 PIN SIMMS..................$49.75 64 MEG EDO 60NS 72 PIN SIMMS..................$138.75 32 MEG SDRAM 10NS 168 PIN 3.3V................$65.00 64 MEG SDRAM 10NS 168 PIN 3.3V................$168.75 We can offer these incredible prices because we import directly from Asia. For more information and how to order, please E mail order@westcoastmemory.com and state the word "info" in the subject area. *************************************************** We realize that some people prefer not to receive commercial E-Mail. We only want to keep INTERESTED recipients on our list. Based on our research we feel that this information could be useful to you, however if you would rather not receive our mail simply E Mail us at remove@westcoastmemory.com and state the word "remove" in the subject area. This is an automated system. You will be removed within one hour and will receive no further mail from us. ************************************************* Best Regards West Coast Memory *********************************************************** This activity is great for the long term outlook for DRAM (12 months)! Regards, Jay

To: Paul V. who wrote (4067)	12/22/1997 11:20:00 AM
From: Teri Skogerboe	Read Replies (2) \| Respond to of 10921

Paul, Thanks very much for the information. This story may help shed some light on the Asian situation. infoseek.com:80/Content?arn=a1172LBY804reulb-19971211&qt=semiconductor&col=NX&kt=A&ak=news1486 Excerpt: Crisis offers tough lessons to S.Korea chipmakers 10:06 a.m. Dec 11, 1997 Eastern By Yoo Choon-sik SEOUL, Dec 11 (Reuters) - South Korea's economic turmoil should teach a lesson about inefficient management practices to the country's semiconductor industry, owned by big conglomerates called chaebols, analysts said on Thursday. Regards, Teri