Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Taby who wrote (14250)	1/7/1998 7:46:00 PM
From: davesd	Respond to of 70976

Taby...how's this for positive news...ACIE update Today's Commentary: 01/07/98 Trading volume and prices moved upward strongly on select 16 meg devices (i.e. 4Mx4 EDO SOJ). Manufacturer production reductions (i.e. Korean) begin to impact open market availabilities. 64 meg and synchronous devices remain relatively stable despite the over 10 percent jump on 4Mx4 EDO's. Unfortunately, the reason that DRAM is going up is due to production reduction and not a surge in demand. That's still not good for semi cap companies. dave