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: Skeeter Bug who wrote (43829)	3/16/1999 4:18:00 AM
From: PAinvestor	Read Replies (3) \| Respond to of 53903

Oh really? DRAM industry still in a glut is it? Capex is soaring? What are your forecasts for global industry capex this year, hmmmm? Break it down so we can all benefit from your intelligent insights into the global DRAM industry. I want to see you support that statement. All three Korean producers (whoops, is that two?), all the Japanese producers, their Taiwanese foundries, Micron, Siemens etc. I'm sure you have those numbers handy, being the dynamic bug that you are. Oh, and just for comparison purposes could you also throw in what were they last year. Also while you are at it could you also supply your forecasts for bit demand growth as well. You know, MB/PC industry growth, non-PC related demand from consumer electronics applications, mainframes, memory upgrades etc. The usual stuff. Sorry, I can't hear you... Oh, you don't have them handy and you'll have to get back to me? It will take some time to collate those numbers? You'll have to check with your sources? Fine, take your time. HoHoHoHaHaHa etc. etc. (yawn)