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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (30627)	3/18/1998 5:34:00 AM
From: mu_basher	Respond to of 53903

Skeeter and all Beginning of the end?? <<Semiconductor and PC issues took a hit after Merrill Lynch analyst Thomas Kurlak said the PC market is no longer capable of driving semiconductor industry growth. According to Kurlak, prices for DRAM and commodity microprocessors used in PCs will continue to fall as manufacturers move increasingly toward mass production. Kurlak sees the Internet and telecommunications industries as the new frontiers for the chip industry, monopolized by digital signal processors,64-bit microprocessors and integrated circuits. Kurlak noted Texas Instruments and VLSI Technology as companies who have recognized this trend and redirected their product lines away from the PC market. "Intel, AMD and Micron will have a lot of work to do to re-orient themselves," Kurlak said.>> cbs.marketwatch.com Tue Mar 17 16:33 Maybe everyone should move over to the VLSI thread? Greg