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To: Stock nerd who wrote (13048)1/23/1998 4:20:00 PM
From: flickerful  Respond to of 25960
 
hey nerd...

details later on that.
for now, an excerpt:

A DIP IN CHIPS? Maybe not (BUSINESSWEEK)

<<...THRESHOLD. Second, the need for new chipmaking equipment shows no signs of softening. Indeed, plummeting DRAM prices are spurring demand. Unit production last year was 90% higher than in 1995. To keep up, even Asia's beleaguered DRAM makers ''have got to keep buying equipment,'' says G. Dan Hutcheson, president of VLSI Research Inc., which tracks the equipment industry. Many DRAM makers also will be ordering new equipment for the transition to the next generation of DRAMs, which store 64 megabits of data......>>