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To: DJBEINO who wrote (3971)9/16/1998 2:45:00 PM
From: DJBEINO  Respond to of 9582
 
"We continue to see healthy activity in the DRAM market and pricing in the
following modules go higher: 4MX32 EDO SIMM, 8MX32 FPM SIMM, and 8MX32 EDO
SIMM, 16MX32 EDO SIMM, 4MX64 SYNCH PC-100 DIMM and 16MX64 SYNCH PC-100
DIMM." according to AICE



To: DJBEINO who wrote (3971)9/16/1998 6:33:00 PM
From: Norrin Radd  Read Replies (2) | Respond to of 9582
 
In 18 months (or sooner), all of this capacity shut down and lack of investment in new semi equip. should have a big impact on supply. I intend to wait and see if it really does. The whole sector has been trashed, and a lot of companies are making good money, like AMKR, SUPX and so many others.

XLNX announced a buy back.


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