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To: Andrew Vance who wrote (10713)1/14/1998 4:26:00 PM
From: Nemer  Read Replies (1) | Respond to of 17305
 
Scoutmaster:

----->BTW-anyone keeping track of DRAM prices and the recent price rise in MU??? IF the industry really hinges on the world of DRAMs, SRAMS, Flash, and other memoory products, how long will it be before this overshadows the Asia Crisis. After all, some of the top memory producers are in the same Asian region. Also how many more days, weeks, or months need to go by with rising or stabilized (not falling) DRAM prices before we see this as a turn for the better???

Unless I'm dreaming/having visions/halucinating/confused/incorrect/partially correct but wrong/ or some other state of mind I think that the increase in DRAM is due to the Korea mfgs being unable to pay for packaging materials and therefore unable to ship merchandise .
If and/or when they pony up for the paper goods/plastic goods to package their product (probably SHORTLY) the price of DRAM will once again fall.

---->It's been awhile since someone asked for an opinion from me.
No one EVER asks my opinion-------ggggg

Regards----Nemer



To: Andrew Vance who wrote (10713)1/14/1998 6:48:00 PM
From: William Vernard  Read Replies (1) | Respond to of 17305
 
It's been awhile since someone asked for an opinion from me.

Thank you for your time. I was afraid you may have been out of practice.

Thanks for asking . . .

My pleasure.

I tried to keep the response under a million words<GGG>

Verbosity never frightens me. I added WFR to my (very meager) portfolio a few weeks ago at 15 7/8. I'm keeping it for a long term investment and appreciate any info I can glean from you.

Thanks, again,

bill