Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (7588)	1/20/1999 11:24:00 PM
From: PAinvestor	Respond to of 10921

Yes Katherine, that is true. This is the reason why the Japanese chip makers are deciding to withdraw from commodity DRAM and moving into system LSIs and other logic devices. An increasingly fragmented demand picture will face the industry rather than the monolithic Wintel picture that we have known in the past. Total bit demand relating to digitalization of the consumer electronics and automobile industry will increase significantly. Certainly a simplistic Mb/PC-and-total-shipments-model to forecast global bit demand will not be as all-encompassing in the future.