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 : Electro Scientific??? -- Ignore unavailable to you. Want to Upgrade?

To: The ChrisMeister who wrote (445)	9/17/1998 2:56:00 PM
From: Mark Oliver	Read Replies (2) \| Respond to of 723

The reason why I asked about ROK closing a semiconductor plant was because I wasn't thinking of them being a DRAM supplier. At the momment, it seems like the closures that hurt ESI most are DRAM plants and there have been enough of them. ROK seems to have missed the boat on K-Flex modems? They also are calling it quits on their Semiconductor unit which means they need to trim the deadwood and take a few charges before they get a buyer? This is never a sign of strength for the industry and it won't help ESI, but I'm also not sure where it hurts much. Just my thoughts. Regards, Mark