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: Ramsey Su who wrote (6110)	6/30/1998 7:40:00 PM
From: Katherine Derbyshire	Respond to of 10921

I haven't heard anything from Motorola on the Tianjin report, but a source at Asahi/America told me they've received the PO to do the piping for this expansion. It would make sense for Dell or another PC supplier to partner with a DRAM company, except remember that the PC folks aren't exactly rolling in money themselves. That's part of where the chip industry problems are coming from. Not saying it won't happen, just that the Dells of the world are likely to be wary. Katherine