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

To: Proud_Infidel who wrote (27658)	1/11/1999 6:10:00 PM
From: blake_paterson	Read Replies (1) \| Respond to of 70976

Posted that one on the RMBS thread this AM.... Its looking more and more like Rambus may be the needed stimulus for capex. I don't see a black and white recovery, but then again, that's why investing is so much fun <g>. Will New Architectures Provide A Path To Recovery? -- The trail is still tortuous for memory-module suppliers, which are grappling with new design and test challenges. John H. Mayer techweb.com Excerpt: Although hope is building that DRAM ASPs may have finally bottomed out after a couple of extremely tough years, memory-module suppliers are hardly out of the woods.