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To: Tony Viola who wrote (18228)	4/21/1999 4:34:00 PM
From: patrick tang	Respond to of 25814

<OT> Tony, my view on DRAMs: We've still got one more round to go wrt price cuts on DRAM. Need to squeeze out one last big guy before we'll are through with this game of chicken. My guess is this is the last round before LG bows. The 1.3 semi-equipment today does not help for DRAMs, especially if LG ordered a bunch of equipment from the money they got in when the price was $10. Japanese out pretty much out and the Taiwanese are playing another game altogather with cash. So it's up to the big three now. Intel says will support 133mHz SDRAM by fall for PIII 600, so there goes those 0.21um RAMBUS that wouldn't meet 800mHz speed. By the time 0.18um RAMBUS meets that, we'll get 0.18um 266mHz DDR, so why pay 40% premium for Rambus? My guess is by the end of the year, we'll have a glut on Rambus, too much supply and not too much demand. patrick

To: Tony Viola who wrote (18228)	4/21/1999 4:36:00 PM
From: Moonray	Respond to of 25814

Yes, too bad about MU. Only $SOX stock to be down today: cbs.marketwatch.com Ruined this perfectly story: Chip, hardware shares get healthy rise CBS MarketWatch - Last Update: 2:17 PM ET Apr 21, 1999 Investors react to passel of profit news; await IBM release NEW YORK (CBS.MW) -- Hardware and chip stocks bolted higher Wednesday as the market casts its vote on Compaq earnings, gets ready for IBM's results and appeared to agree with semiconductor booking figures. Every semiconductor stock in the the Philadelphia Semiconductor Index, which tracks 16 chip and chip-equipment makers, was up Wednesday afternoon as the index rose 6.9 percent, seemingly on news from the Semiconductor Equipment and Materials International. The trade association reported that North American-based semiconductor equipment manufacturers saw a 14 percent increase in worldwide bookings for March 1999 to $1.15 billion vs. $1.01 billion in February. See press release. The March 1998 level was $1.1 billion. LSI Logic (LSI: news, msgs) shares added 1 5/8 to 37 3/8 in recent trading after the company said it earned 8 cents a share in the first quarter, beating the First Call consensus estimate by 3 cents. See press release and Silicon Stocks. Mark Edelstone, an analyst at Morgan Stanley, reiterated his "strong buy" rating on the company. cbs.marketwatch.com o~~~ O