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

To: Mason Barge who wrote (5694)	6/5/1998 3:32:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 10921

(DRAM prices if they hold will be very very good for semi-equips but will they hold...) Mason: The cutbacks by the big 3 in Korea on DRAM output may bring good times back to the semi-equips IF it is sustainable. I'm not sure but if say DRAM goes up 30-40% (we know the prices can turn on a dime since the demand is still there) and it remains at this level for a few months and then goes up AMAT will be very happy. BUT the bugaboo is whether this reduction by the Koreans will be undone by over-supply from others. There is a lot of capacity around and some may decide to get greedy. Should be interesting. shane.