Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Alliance Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: j g cordes who wrote (2775)	3/14/1998 1:42:00 PM
From: DJBEINO	Respond to of 9582

Some OEMs Selling Excess DRAM Inventory techweb.com Appleton to address Asian DRAM buildup at WSC techweb.com An end to the DRAM glut in '98? Who knows? techweb.com

To: j g cordes who wrote (2775)	3/15/1998 3:57:00 PM
From: patrick tang	Respond to of 9582

I have read somewhere on the net that Hyundai is going to spend $200M on semi capital this year - translated, they are history. Goldstar will spend $600M, meaning they will just barely limp along. Samsung will spend $1.2B, so they will remain powerhouse. On top of that, everybody else and their brothers (in Japan and also TI/Seimens and the like) are cutting back on DRAM semi capital expenditures. Just for the HEI and LG, will no plant upgrade to build next generation, this capacity overhang should be over by the end of this year. And if the stock market is 6 months ahead ...... IMHO of course. patrick tang