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 : Alliance Semiconductor -- Ignore unavailable to you. Want to Upgrade?


To: Norrin Radd who wrote (3555)7/1/1998 1:34:00 PM
From: patrick tang  Respond to of 9582
 
Be careful on DRAM spot price. Per pricing on pricewatch.com, yesterday the spot price gave up some of the gains made since 6/25 (WIN98 release). I don't think pricing would go up much in the near future. It might even start heading down again.

patrick



To: Norrin Radd who wrote (3555)7/1/1998 2:12:00 PM
From: patrick tang  Read Replies (2) | Respond to of 9582
 
Chip sales down a bunch in May:

techweb.com

Kurlack may be right, I don't think we've seen bottom yet - a whole much or 8" 0.25um are just starting to get ramped. We have not seen max capacity yet.

For me now, cash is king. I'm keeping all my powder dry for now.

patrick