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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (21683)	7/13/1998 1:00:00 AM
From: Anand Srinivasan	Read Replies (1) \| Respond to of 70976

I don't think any price drop in DRAMs has been arrested. for some reason, the graph is showing a trend that the actual table numbers do not reflect - which one is correct is something that smithweb can answer...

To: Gottfried who wrote (21683)	7/13/1998 10:33:00 AM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 70976

GM: Plenty of evidence around to suggest DRAM price stabilization. Staying power is questionable. But there is no question that the DRAM market is making adjustments as is seen in the news. Price stability in DRAMs is important for psychological (confidence) reasons more than for capacity buys at this point IMO. Let's face it. Technology buys will most likely be the ones to take us out of this slump. Word is that KLAC, LRCX and NVLS are talking with General Electric Capital Services, Inc. <G> for ways to finance Korean purchases or lease arrangements of new equipment.