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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Yakov Lurye who wrote (12965)	1/22/1998 1:26:00 PM
From: Mr. Aloha	Read Replies (1) \| Respond to of 25960

If their's an improvement in 16Mb Dram, some of the manufactures will hang around with the 16Mb longer. If the price erodes.... they can.. 1) Move to higher capacity (higher profits) 2) Increase supply with less manafacturing cost (.25 microns) 3) Fold-up shop. I like the combination of 1 and 2 :-) I believe the price spike recently in DRAM was the result of the public eating up a TON of memory at incredibly cheap prices. Once that's filled... the won't upgrade for years. I picked up about 112Mb recently and know of several others buying similiar amounts. Continued DRAM sales will be with new computers etc.. Aloha

To: Yakov Lurye who wrote (12965)	1/22/1998 1:39:00 PM
From: Mr. Aloha	Respond to of 25960

I thought this was intresting (re: Micron) Micron Chairman To Koreans: Close DRAM Fabs, Pay Debt (01/22/98; 10:40 a.m. EST) By Jack Robertson, Semiconductor Business News Micron Technology chairman Steve Appleton said it is not enough for South Korean DRAM rivals to defer the construction of new fabs -- as has been suggested in Seoul this week. In a telephone interview, Appleton told Semiconductor Business News the financial community should insist that the companies "start closing down some existing fab lines in Korea to pay off the tremendous debt owed on them." ------------ Micron has had a tough time with Asia and they'd LOVE to see this happen. They've complained to the Trade Commission many times. If word of something like this really took hold on the market, and trades thought there was a possibility, Micron and Dram prices would rise significantly as dealers start hoarding chips etc.. Doubt it... I think the Semiconductor business is one of the last areas they'd touch. Aloha