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To: Sun Tzu who wrote (38945)9/23/1998 8:58:00 PM
From: phbolton  Read Replies (4) | Respond to of 53903
 
How many bottoms does this DRAM cycle have?

We have now heard that we have reached, will reach, have passed, will pass it almost every day for at least a eighteen months. In the 'real world" prices are at their all time low ($74 retail for 64MB translates into at most $7 per 64Mb chip to the manufacturer):

Major Brands PC100 8x64 10ns 64MB w/EEPROM SDRAM. Lifetime Warranty. LIMIT 2 per order $ 74 Call 9/18/98 12:14:23 PM CST Accubyte Inc
888-222-8298
630- 766-9000
Online Ordering Available IL MMPC64

Major Brands 64MB PC100 10ns - BX EEPROM Lifetime Warranty - in stock $ 74 Call or see rates shown on website 9/23/98 11:53:16 AM CST All-Star Components
800-490-0626
.
Online Ordering Available CA -



To: Sun Tzu who wrote (38945)9/23/1998 10:00:00 PM
From: Jacob Snyder  Respond to of 53903
 
re: "Samsung Sees Chip Oversupply Easing "

The track record of Samsung (or SEMI or analysts or semi-equip execs) in predicting future chip demand is very poor. I use these statements, and any stock price movement in response to them, as an opportunity to sell high, or short.


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