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To: TREND1 who wrote (40342)10/25/1998 9:54:00 PM
From: Chas  Respond to of 53903
 
Larry,
Sounds like someone out there is trying to stabilize the market, if the price hasnt changed for that long a period. The contract price is now continuing to move up a bit closer to spot. some say Dec wont dip now, but I just cant say, with demand a hard thing to figure out two months ahead. But, normally Dec softening a bit and then by March demand picks up. this time, Rambus transition will be the wildward.
Who knows if Intel can really launch April 1 or will it really be june. That could make alot of difference to the market.
especially if too many suppliers build too many Rambus parts and then a slip occurs. It will be interesting.
good trading.