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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (24474)9/20/1998 9:12:00 PM
From: Proud_Infidel  Respond to of 70976
 
I missed this on Friday and do not believe it was posted on this thread, the Vacuum of ANY News Positive:
More evidence that supply/demand equation for chip industry returning to balance, as Micron (MU +1 1/2) announced on Friday that it raised prices on memory chips for the first time in three years... News of firmer pricing conditions should enable stock to make a run at key resistance at 35... Micron's announcement comes on heels of Intel (INTC) guiding estimates higher and Texas Instruments (TXN) making positive comments regarding product mix



To: Proud_Infidel who wrote (24474)9/21/1998 9:17:00 AM
From: Katherine Derbyshire  Read Replies (1) | Respond to of 70976
 
Hey, we agree for once!

I think the next killer app is much more likely to be some new portable gizmo than yet another piece of PC software. Look at the growth in cellular phones and PDAs relative to the growth in PCs over the last few years, for instance.

Katherine