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

To: David Rosenthal who wrote (7758)3/27/1999 12:21:00 PM
From: Dr. Bob  Read Replies (1) | Respond to of 10921
 
Thanks, Dave. So on the one hand, we have weakening PC demand and DRAM pricing; on the other hand, we see renewed strength in semi equipt orders - but still primarily for technology upgrades. Looks to me like the recovery will be slow and choppy until DRAM manufacturers become capacity constrained, which some are predicting for this summer - but that was before the weakening PC demand became evident.

Bob


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