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

To: Anthony Wong who wrote (15205)	1/31/1998 10:05:00 PM
From: SMALL FRY	Respond to of 70976

Anthony, <<OT>>DRAM A lot of "stories" abound, esp in this time of great uncertainty, lots of negative spins...here's a "positive" one for DRAM's: techweb.cmp.com I like to look at the bright side of things. Even when I'm losing.<g> Happy investing, SF PS: Boy...it's getting rougher...but GO AMAT!!!

To: Anthony Wong who wrote (15205)	1/31/1998 10:21:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Anthony, I hope we have an industry insider who can critically discuss the allegations in this article. Thank you for posting it. I'm skeptical. Part of the problem is a slowdown in demand for the products that use chips and, Kurlak cautioned, little reduction in capacity going on. He probably meant a slowing of the rate of increase in demand. This kind of sloppy reporting is common. I'm also very skeptical about the following statement... many personal computer makers, uncertain about the future, also cleared out their DRAM inventory and sold it in the spot market, without ordering more. <snip> By January, the DRAM producers had stopped clearing out their inventory. "And all of the sudden PC makers realized they did not have enough so they had to go to the spot market," says Pang. So PC makers sold their excess DRAM inventory at rock bottom prices in December, only to buy it back at higher prices in Jan? And we're once again told that DRAMs decide the fate of TWO industries: semiconductor makers and semi equipment manufacturers. I hope some poster who knows the industry can shed light on this. GM