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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (4691)	4/23/1999 8:00:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 15132

Justa, I'm wounded. You criticized SVGI's beloved management. ;-) Only UTEK's might be more inept at marketing products with superiour characteristics relative to their competition. Perhaps not, but it's close. Listening to the DPMI conference call, it seems to be sprinkled with hints that DRAM suppliers are starting to show signs of being capacity constrained. If that's the case, I'd expect DRAM pricing to return to the more traditional 30% / annum decline rather than the 90% / annum decline we've seen for the past 3 years or so. FWIW, Ian.

To: Justa Werkenstiff who wrote (4691)	4/23/1999 3:21:00 PM
From: Math Junkie	Read Replies (2) \| Respond to of 15132

Thanks for the analysis. I know that SVGI and other small caps in the sector were late to the party in the last upcycle, so I don't expect this cycle to be different in that regard. On the other hand, that was the largest percentage increase in bookings we have seen so far in this industry. As for DRAM pricing, I don't follow it closely, so will defer to Ian on that. Katherine might have some insights on that as well, and of course our beloved Skeeter would be happy to inform us "monkeys with buy buttons" that the entire technology industry is going down the tubes. <G>