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 : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: PAinvestor who wrote (43167)	2/21/1999 10:42:00 PM
From: Skeeter Bug	Respond to of 53903

>>they should begin to fall gradually, but costs should fall at a greater rate and the difference is, well, greater profit.<< what are your underlying premise(s) that leads you to say that demand is growing faster than supply - we all know that reduced cost = increases in supply?

To: PAinvestor who wrote (43167)	2/21/1999 10:42:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

>>they should begin to fall gradually, but costs should fall at a greater rate and the difference is, well, greater profit.<< what are your underlying premise(s) that leads you to say that demand is growing faster than supply - we all know that reduced cost = increases in supply?

To: PAinvestor who wrote (43167)	2/22/1999 12:17:00 AM
From: Chas	Respond to of 53903

You are right on, and totally agree. Koreans are not interested in cratering the pricing, and I hope Mu is not either. The demand pickup in Q2 will help suck up any increase in supply from the shrinks. I am sure that statement is subject to much opinion, but things are looking stable DRAM wise. RDRAM is in trouble, will shall see this week how Intel uses its marketing savy to talk in a positive way about the misfortune of putting everything into RDRAM and now to deal with less than desired performance. With AMD-K63/K7/VIA pc133 on their heals it will be interesting.