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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: shane forbes who wrote (5363)	5/10/1998 6:15:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 10921

Shane, There are many who feel the equips are overvalued b/c of the DRAM situation. Please check out the link on this post and note the IDC #'s for 256MB DRAM growth over the coming years. $200 Million in 1999 to $9.4 Billion in 2001. They had better be ready.... exchange2000.com BK

To: shane forbes who wrote (5363)	5/11/1998 2:02:00 AM
From: eabDad	Read Replies (2) \| Respond to of 10921

Shane and David: Applied Materials shutdowns have been known in the analyst community for weeks. Layoffs have been rumored as long. This is not really news, although a temporary impact on stocks is possible. WJ has a product line too dependent on DRAM and not well positioned for advanced technology - following their take on the market is not really mainstream. Be careful. People have been losing money in DRAM for a while now. No new news. 256 mb DRAM??? May be significant in 2003. Who cares? We are at 16 mb today, and were at 4 mb in 1994. Now getting ready for 0.18 technology - that's another subject. Z