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 : Semiconductor Industry Sales Trends -- Ignore unavailable to you. Want to Upgrade?

To: Michael Sphar who wrote (53)	8/8/1998 10:46:00 PM
From: Michael Sphar	Read Replies (1) \| Respond to of 105

Anecdotal evidence of DRAM trend: A month ago, Frys was selling 32Meg (a pair of 60 nanosec 72 pin 4X32 SIMMs) for $28. Today Frys advertises this same offer for $24.95, limit one pair per customer. Of course 16Meg chips are reaching end of marketable life and this inventory has to be moved now or written off soon since the 64Meg products are now primary. But the basic thesis that DRAM overcapacity remains the issue of the day. No significant capacity capitulation yet seen inspite of the recent upturn of small cap tech and semis. The dance continues.