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To: Moonray who wrote (17718)4/6/1999 1:45:00 PM
From: patrick tang  Read Replies (1) | Respond to of 25814
 
I don't have the links, but another sign of general recovery - TSMC's at full capacity for 90+% capacity for Feb, full capacity for Mar., next thing up will be raising wafer prices; flash prices are firmly and starting to go up. Who knows, maybe DRAM prices will firm too before too long. I hope not too soon though, we need cheap DRAMs to sell more cheap computers and 'enable' other product sales.

patrick



To: Moonray who wrote (17718)4/6/1999 3:56:00 PM
From: DWB  Read Replies (2) | Respond to of 25814
 
An interesting line from Circuit City's earnings release...

"Earnings without the impact of the Digital Video Express investment and the retained interest in CarMax, rose 50% to $126.8 million, or $1.26 a share. Including Divx, but excluding the interest in CarMax, earnings rose to $94.7 million in the latest quarter from $74.5 million last year."

So Divx cost CC $32.1 million... sounds like it's doing a bang up job...

DWB


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