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To: DavidG who wrote (29921)3/10/1998 11:46:00 PM
From: DJBEINO  Respond to of 53903
 
Chip equipment spending downgraded by Morgan Stanley

techweb.cmp.com



To: DavidG who wrote (29921)3/10/1998 11:52:00 PM
From: DJBEINO  Read Replies (1) | Respond to of 53903
 
DRAM-based hard drive debuts

news.com



To: DavidG who wrote (29921)3/11/1998 12:30:00 PM
From: TREND1  Read Replies (2) | Respond to of 53903
 
David and Pat

First..If any one else is having trouble logging on
with pacbell.net in the San Francisco area, please
email me. I get on 1 in 50 tries. Thank God, my
trading is done on 800 number.
......................................
Well the MU bear is in the "box" again.
About 35 1/4 35 3/8 will test the MU DOWN Channel.
......................................
That Globex URL I gave out last week has Nas100 on it
and that was about +850 just before the open.
........................................
That J-CURVE seems to be working on the DEMAND/SUPPLY
equation. Could there really be a shortage of dram
starting in mid 1998 ??
........................................
Haven't post monthly dram prices because they have been
holding at $125 retail for 64MB SDRAM
......................................
Sorry for the many words, but may not get on again today.

Larry Dudash