SI
SI
discoversearch

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


To: gial who wrote (5633)6/2/1998 1:19:00 AM
From: shane forbes  Respond to of 10921
 
Sometime ago there was yacking (and I think it was on this thread) about the paradigm shift - bandwith vs. processor. Here's briefing.com's take on the whole shebang:

Message 4681200

shane.



To: gial who wrote (5633)6/2/1998 7:50:00 AM
From: Mason Barge  Respond to of 10921
 
<<Situation will not improve unless DRAM price stabilizes >> Hyundai, Samsung, and LG Semicon all announced production cuts this morning. Now, we'll see if they're serious. The IMF must have gotten to them.



To: gial who wrote (5633)6/2/1998 2:26:00 PM
From: Proud_Infidel  Respond to of 10921
 
Re:Additionally, TSM is AMAT's last hope, who knows what the bottom is if TSM starts to cancel/delay orders

When I read comments like "last hope" or "the end is near" on SI message boards, I know it is time to start buying<g>.