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

To: Chuck Williams who wrote (25731)	10/25/1998 11:51:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Chuck, my take: Fry's advertises 32MB DRAM for $35 today. Doesn't look like it's doubled (?). But I think the price free fall is over. Whole-sale it looks like 64MB DRAM is bottoming around $10. smithweb.com As for coming demand, I only know what I read. And projections are all over the map - as you know. I go on the assumption that price erosion has stopped and demand will pick up. How fast and how much I don't know. I would NOT invest in MU or any DRAM maker, except for a trade. As for AMAT, I think $22 was the low and me selling half at 27 was probably a mistake. But "waiting patiently" - to borrow a phrase. Maybe there will be another AMAT sale before Xmas. Gottfried