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

To: Ian@SI who wrote (6931)	9/17/1998 5:30:00 PM
From: Q.	Read Replies (2) \| Respond to of 10921

re. >>Most parts of the chip industry are suffering from excess capacity << Would fabless chip companies see excess capacity a bit differently? I haven't been following this situation -- can somebody tell me if fabless chip maker stocks have been hit as hard as those who have fabs?

To: Ian@SI who wrote (6931)	9/17/1998 5:30:00 PM
From: nigel bates	Read Replies (1) \| Respond to of 10921

More plant closures & postponements sjmercury.com sjmercury.com Tokyo hit 12 yr low today as well. Do you buy when the blood is still fresh, or should we wait until it congeals ? nig

To: Ian@SI who wrote (6931)	9/18/1998 7:15:00 AM
From: Mason Barge	Respond to of 10921

<<At the very least, one should separate Memory from Processors>> And in addition, there has to be a lot of difference between capacity for, say, 4mb DRAM, which as far as I know is about to become largely useless, and 16mb DRAM, which is completely adequate for consumer-PC needs right this moment. I have absolutely no idea of the shelf life of a given percentage of any fabs or what percent of the world's fabs they constitute, much less the useful life of internet appliance fabs, foundries, or anything else, and I haven't seen anyone do an even remotely scientific analysis of these factors. I feel that Win NT 5.0 is going to kill sub-300mhz processors and 16mb DRAM in a couple of years, as it will raise the ante for the low-end PC adequate for enjoying the Internet, but that's not much to go on, even if it's true. Hodess is a smart guy and very much in touch with these factors. He says we haven't hit bottom and THAT is worrisome.