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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (39804)10/21/1998 5:31:00 PM
From: Maxwell  Respond to of 1578288
 
Tony:

<<Brian, how is the article about the DRAM market tightening and higher DRAM prices good news for AMD?>>

It is good for the entire semi-sector. Have you been buying semi-
equipment makers? They all have risen about 50% in less than 2 weeks.

Maxwell



To: Tony Viola who wrote (39804)10/21/1998 11:58:00 PM
From: Brian Hutcheson  Read Replies (2) | Respond to of 1578288
 
Tony , because the Dram mfrs affect the SOX index
If you compare the SOX index to most semi cos charts you will see there is a co-relation between them even if they do not produce DRAMS,
call it investor sentiment towards semi companies . The sox index looks like it is breaking out a 12 month slump.
Brian


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