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

To: Jay M. Harris who wrote (4400)	1/13/1998 1:19:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 10921

Jay - Might the rise in prices also be the result of the 'fact' that the Koreans have now emptied their inventory. After all, at the time of the most precipitous (sp?) fall in Nov/Dec it was speculated that a large reason for the fall was that Korea DRAM manufacturers were selling their inventories in order to produce some badly needed cash. If they have now run out, there will be a relative shortage of DRAM on the market. I have no way of determining the cause of the current DRAM price rise, but maybe you do? Clark