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


To: Mason Barge who wrote (6284)7/14/1998 10:18:00 AM
From: Ramsey Su  Read Replies (1) | Respond to of 10921
 
Mason,

do you know what it takes for a fab to convert from 16 to 64mb DRAM?

You are right, if CPQ is making good money with their low price line, then all the component suppliers must be squeezed. May be a hard disk will soon be cheaper than a hamburger.

Ramsey



To: Mason Barge who wrote (6284)7/14/1998 11:45:00 AM
From: TI2, TechInvestorToo  Read Replies (3) | Respond to of 10921
 
S+P downgrades AMAT
biz.yahoo.com
Is this blood on the street?
TI2