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.

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

To: 16yearcycle who wrote (18013)	3/20/1998 10:36:00 PM
From: stockycd	Read Replies (1) \| Respond to of 70976

You couldn't offend me. I'm the type of person who takes nothing personally. I started laughing when I read the first sentence of your post. I agree, however, that if people are going to not post on the thread, we have a problem. PLEASE GUYS...GET ALONG! --you idiot. He, He, He:>} CD

To: 16yearcycle who wrote (18013)	3/22/1998 1:33:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Eugene, RE: Do you have any idea what you are talking about, you infantile, moronic, blithering fool!! Geez, That's the second most immature, unfair, irrational and inconsiderate post I've seen at SI in the last 2 days, both on this thread! <ROFLMAOWTRDMC> P.S. No offense intended. Real reason for the post was some more rather bullish news out of Lehman. Apparently MU expects bit demand to grow by more than 100% this year whereas bit Supply will only grow by 50%. Pertinent extract from the report follows: THE FUTURE OF DRAM PRICING? Don't know Current conditions remain tough with 16Mb DRAMs selling for under $3 in the spot market. However, a survey by MU shows their customers anticipate 105% bit demand growth during 1998. MU's survey has some credibility because of their good account penetration. ... With respect to future technology, MU believes the market will become more segmented with SLDRAM (SyncLink), RDRAM (Rambus) and DDR DRAM (double-data-rate) all serving niches. All three technologies can deliver 1600 MB/second data rates. MU sees RDRAM and SLDRAM combined, at only 10% of the market by late 1999. DRAM SUPPLY GROWTH IS LIMITED. Today, expect MU to indicate that world-wide DRAM bit supply will grow 40%-50%. Combined with yesterday's statement that MU's customers expect annual growth in excess of 100%, this suggests a shortage by year end. NEC today announced that their own supply would grow about 50% (see below). ....................... NEC Monthly Output .....Units Now...Bits Now. Units 1998...Bits 1998 16Mb 11 mil..... 176 tril. 8 mil...... 128 tril. 64Mb 5 mil...... 320 tril. 10 mil..... 649 tril.

To: 16yearcycle who wrote (18013)	3/23/1998 11:33:00 AM
From: derek cao	Read Replies (2) \| Respond to of 70976

Re: If they are offended and go away, it will not help me or others who want to see a balance. What a typical double standards! On one hand, you criticized opponents' words offensive and drive away opposing opinions. On the other hand, you did your best to belittle Ian like he has nothing to offer hoping he will go away. Currently, it is obvious bears out number bulls in this thread. Using your balance view objective, should we welcome more views from bulls? or should we agree on what you think is right, so you can claim that this is a balanced thread? regards derek